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Foundation Financial Inc.

Headquartered in WESTPORT, CT

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Firm Information

Foundation Financial Inc. is an investment advisor based in the United States, with one investment advisor representative and a total of $10,737,999 in regulatory assets under management. They primarily serve high-net-worth individuals and individuals other than high-net-worth individuals. The firm offers financial planning and portfolio management services.

Foundation Financial Inc.

$10.74M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FOUNDATION FINANCIAL INC. has a total of 1 branch locations across the country.
location

WESTPORT, CT

Advisors at Foundation Financial Inc.

View All 1 Advisors
Unclaimed
Sara Rose Leydon

RA

WESTPORT, CT

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Disclosures

There are no public disclosures for Foundation Financial Inc..

Frequently Asked Questions (7)

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