Joshua Allen is a CFP-designated registered investment advisor at The Foundry Financial Group, INC., based in Laconia, NH, with 5 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 296 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fee schedule is for investment advisory services only. Clients engaged prior to October 1, 2023, may have a grandfathered fee schedule: 0.70% on the first $500,000, 0.60% on the next $1,500,000, 0.50% on the next $8,000,000, 0.40% on all assets over $10,000,000. Investment management fee schedule to include financial planning services is as follows (a minimum annual fee of $5,000 will apply): 1.00% on the first $1,000,000, 0.80% on the next $9,000,000, 0.50% on all amounts over $10,000,000. The Foundry’s investment management fee schedule for 401(k) profit-sharing plans is as follows: 0.50% on the first $3,000,000, 0.40% on the next $7,000,000, 0.30% on all amounts over $10,000,000. The Foundry’s investment management fee schedule for SIMPLE IRA accounts is as follows: 0.50% on all plan assets.
Fee Estimator
Location
67 Water Street, Suite 101, Laconia, NH, 03246-3300
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Joshua is a board member and treasurer for Living Hope Lakeport, dedicating minimal time. He is also a board member for the Town of Meredith Parks and Recreation, volunteering a few hours per week. Additionally, Joshua owns a rental apartment, spending minimal time on it.
Employment History
Current Registrations
The Foundry Financial Group, INC.
Previous Registrations
Osaic Institutions, INC.
Osaic Institutions, INC.Broker
Nylife Securities LLCBroker
State Registrations2 states
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