Starboard Wealth Management offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. SWM creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance, and then constructs a plan to aid in selecting a suitable portfolio. SWM generally limits its investment advice to mutual funds, fixed income securities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under Management$14M
Clients39
Advisors1
Avg. per Client$360K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $4.0M | 0.50% |
| $4M+ | 0.40% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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