Charles Green
Charles Green is a CFP-designated registered investment advisor at Springboard Asset Management LLC, based in Cheshire, CT, with 26 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 98 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
A combined household minimum of $250,000 of assets under management is required for this service with a minimum annual fee of $1,000. Minimum account size may be waived, and fees are negotiable under certain circumstances which could include reductions due to family member discounts or reduced complexity in the management services required.
Fee Estimator
Contact
Charles Green
Location
355 Highland Avenue, Suite 201, Cheshire, CT, 06410
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2004Employment History
Current Registrations
Springboard Asset Management LLC
Previous Registrations
Symmetry Partners
Connecticut Investment Management INC
Newalliance Investments, INC.
Compass Capital Asset Management
Strategic Advisers, INC.
State Registrations2 states
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.
Exams
Additional Information
Charles graduated from Southern Methodist University, Dallas, TX, with a Bachelor of Arts in Mathematics. After having worked with several employee benefits firms consulting on defined benefit and 401(k) plans, he joined Fidelity Investments and worked as a Financial Consultant in the New Haven, CT branch.