Advisor at Springboard Asset Management LLC
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Firm
Springboard Asset Management LLC
Location
Cheshire, CT 06410
Credentials
CFP®, Series 63, Series 66
Industry experience
20 years
Rebecca Green is a CFP®-certified financial advisor with 20 years of industry experience. She has been with Springboard Asset Management LLC since 2011. Springboard Asset Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth households through discretionary investment management and financial planning. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using globally diversified portfolios with a modest small/value tilt and 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
2011 - Present (15 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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