Sara Bohn
Sara Bohn is a CFP-designated registered investment advisor at Greenleaf Financial Network, LLC, based in Blacksburg, VA, with 22 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 175 clients with $99M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenleaf Financial Network's advisors offer portfolio management services, charging a fee based on the total value of your investments. The exact fee is negotiated with each client, but the maximum annual fee is 2.20% of all assets. You can end the agreement within five business days for a full refund. After that, you can cancel at any time with written notice, and any unearned fees will be returned to you.
Location
Blacksburg, VA
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Regulatory History (1)
Employment Separation After Allegations
April 2014Employment History
Current Registrations
Greenleaf Financial Network, LLC
Previous Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Verity Investments, INC.Broker
Verity Asset Management
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.