Foundry Wealth Advisors (FWA) offers investment advice and manages client assets. FWA provides services like portfolio management, investment consulting, and financial planning, including retirement and college planning. FWA tailors its advice to each client's individual needs based on their financial information and investment goals. FWA's investment process includes reviewing the client's situation, creating a financial plan, implementing the plan, and ongoing monitoring and reviews.
Assets Under Management$130M
Clients67
Advisors4
Avg. per Client$2M
Avg. per Advisor$34M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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