9 Madbury Road
At the Foundry we believe in complete transparency around fees. With the Foundry there are no commissions, there is no revenue sharing, and there are no hidden charges.
Financial planning fees are based on the complexity, estimated time required, and household net worth. Our standard fees range between $4,200 to $8,000 per year.
We will present a financial planning proposal to you after our first meeting.
In addition to the Advice-Only fee, clients pay for investment management services at 0.50% for the first 5 million dollars in assets and at a lower rate on all assets above that amount.
Transaction and custodial costs are all covered in a flat percentage fee based on the portfolio value. The sliding fee scale begins at 0.25% on the first $50,000 of assets and gradually declines as certain thresholds are met.