Foundry Capital Management provides discretionary portfolio management primarily using widely traded mutual funds. The firm uses a blend of fundamental and technical analysis to guide investment decisions. The firm's primary strategy utilizes low-cost, passively managed funds of funds, and also offers model portfolios utilizing actively managed mutual funds. Foundry Capital Management does not offer financial planning services, investment programs involving wrapped fees, or legal, accounting, or insurance-related services.
Assets Under Management$25M
Clients19
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees may be discounted, but are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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