Foundry Wealth Group LLC provides investment management and personal financial planning services to individuals, families, business owners, and small business entities. Founded by Logan Guest and based in Minneapolis, Minnesota, the registered investment advisor builds tailored portfolios utilizing fundamental, technical, quantitative, and macroeconomic analysis. Investment strategies include strategic and tactical asset allocation, tax-efficient investing, alternative investments, and selective allocations to digital assets such as cryptocurrencies through a qualified custodian. The registered investment advisor also offers non-discretionary financial planning on hourly, fixed-fee, or retainer terms, addressing broader wealth management and life goals without any performance-based fee arrangements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Rates reflect the Standard Fee Schedule. A Higher Risk Fee Schedule applies to portfolios holding digital assets, concentrated positions, or complex options (rates ranging from 2.00% down to 1.00%). Fees are negotiable.