Broker Check

How does the Foundry get paid? 

Helping academics build sustainable, prosperous, impactful financial lives. 

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.

Advice-Only Financial Planning

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 introductory discussion.

Comprehensive Wealth Management

Clients who choose to have financial planning advice and investment management of their assets will pay their fee based on an annual percentage of the account balance. 

We will present specific information depending on your assets and investment preferences following our introductory discussion. 

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