Foundry Financial is a registered investment advisor founded in 2019 and based in Pasadena, California, managing over $232 million in client assets. The firm offers discretionary investment management, creating customized portfolios using mutual funds, exchange-traded funds, stocks, and bonds tailored to each client's goals and risk tolerance. In addition to portfolio management, Foundry Financial provides financial planning services covering retirement, taxes, estate planning, cash flow, and insurance, either directly or by coordinating with specialized third-party financial planners. The firm also offers pension consulting services for employee benefit plans. Foundry Financial operates under a legal obligation to act in the best interest of its clients when providing investment advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and subject to a minimum annual fee of $10,000.