Sara
Young
Foster & Motley Inc
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About this Advisor
Sara Young is a certified financial planner working in Cincinnati, Ohio who has 3 years of industry experience. Young is an employee of Foster & Motley Inc. Young has gained experience at Foster & Motley, Inc, Homemaker, North Shore Surgi-Center, St Catherine Of Siena Med Center, Cohen Children'S Hospital, California Pizza Kitchen and The Christ Hospital. Young maintains a Series 65 license, qualifying them as an investment advisor representative, and can operate in Ohio. Foster & Motley Inc is an advisory business operating out of Cincinnati, OH. It controls $2 billion in total assets among its 835 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 835 client accounts, 61% are associated with high-net-worth investors who have at least $1 million in investable assets. The business has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, publication of newsletters and educational seminars. Fees for financial management typically are based on the type of financial services offered. Fees billed by Foster & Motley Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Foster & Motley Inc Brokerage Details
$1,961,366,196
47
835
$2,348,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Sara Young Work History
Sara has been registered as a financial advisor for 3 years.*
Foster & Motley, Inc
Homemaker
St Catherine Of Siena Med Center
Cohen Children'S Hospital
California Pizza Kitchen
North Shore Surgi-Center
The Christ Hospital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sara Young to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Foster & Motley Inc
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
