Warren Overman
Warren Overman is a registered investment advisor at Springboard Financial Services, based in Black Mountain, NC, with 3 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $250K 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.25% |
| $3M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
Black Mountain, NC
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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 →Other Business Activities
Warren works as a raft guide for Asheville Adventure Company during the summer months, dedicating about a full-time commitment during those months. Warren also provides tax preparation services through Springboard Tax Preparation for about half his time during tax season.
Employment History
Current Registrations
Springboard Financial Services
State Registrations1 state
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