Springboard Asset Management provides customized investment management and financial planning services. They help clients develop financial goals, create investment policies, and build portfolios. Springboard offers personal financial planning including consultations, segmented plans, and comprehensive plans covering cash management, retirement, education, risk management, estate, and investment planning.
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.