Advisor at Springboard Asset Management LLC
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Firm
Springboard Asset Management LLC
Location
Cheshire, CT 06410
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Charles Green III is a CFP® professional with 26 years of industry experience. He has been with Springboard Asset Management LLC since 2010. The firm is a fee-only, SEC-registered advisory that provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. Springboard Asset Management employs a strategic asset allocation approach based on Modern Portfolio Theory, utilizing globally diversified portfolios with a small/value tilt and a broad use of mutual funds and ETFs.
Based on Springboard Asset Management LLC
Financial planning fees range from $500 to $5,000 depending on complexity
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.50%
Account minimum: $250,000 Minimum fee: $1,000 minimum annual fee Fee-only: Fee-only basis; no commissions or outside compensation
355 Highland Avenue, Suite 201
Cheshire, CT 06410
Connecticut · New Hampshire
Springboard Asset Management, LLC
2010 - Present (16 years)
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Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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