FINANCIAL PLANNING & WEALTH FEES
Foundry Financial provides both financial planning and wealth management services on an ongoing basis.
We charge a monthly retainer fee based on complexity for financial planning for clients with under $200,000 in AUM. Financial Planning is included free of charge for clients with over $200,000.00 in AUM.
Wealth management is charged at 1% up to $1,000.000 in assets and .50% in assets for amounts above $1,000.000.
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