Sara Leydon is a registered investment advisor at Foundation Financial INC., based in Westport, CT, with 4 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 5 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Investment Advisory fees are negotiable and may instead be assessed as fixed quarterly fees based on the size of the client’s account and complexity of the client’s circumstances.
Fee Estimator
Location
Westport, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sara is the Managing Member of Foundation Tax LLC, offering tax preparation and planning services since 2013. She spends nearly full-time on this activity from February to April, and about half her time from May to January.
Employment History
Current Registrations
Foundation Financial INC.
State Registrations1 state
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