Rebecca Green is a CFP-designated registered investment advisor at Springboard Asset Management LLC, based in Cheshire, CT, with 20 years of industry experience. Rebecca 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 1 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
Location
355 Highland Avenue, Suite 201, Cheshire, CT, 06410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Springboard Asset Management LLC
Previous Registrations
Asset Strategies, INC.
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Securities America Advisors, INC.
Strategic Advisers, INC.
State Registrations2 states
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