Starbord LLC offers ongoing asset management services tailored to individual client needs. They consider various investments like stocks, bonds, mutual funds, and ETFs. Some clients receive written financial plans covering areas like retirement, education funding, and insurance. Starbord also provides budget coaching and investment research services. Clients are responsible for providing accurate financial information.
Assets Under Management$2.7M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.7M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.88% |
Investment advisory fees are negotiable at Starbord LLC's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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