Lillie Hughes is a registered investment advisor at Foundry Wealth Advisors, LLC, based in Baltimore, MD, with 3 years of industry experience. Lillie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 67 clients with $130M 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 | 1.40% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.60% |
All fees are negotiable. FWA charges a flat rate of 0.50% on assets that FWA cannot directly manage, such as assets held in 401(k) plans, where FWA does not have authority to make portfolio changes.
Fee Estimator
Location
921 E. Fort Avenue, Suite 310, Baltimore, MD, 21230
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Foundry Wealth Advisors, LLC
State Registrations2 states
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