Onboard Financial Management offers customized investment management and financial planning services. They work with clients to identify their goals, financial situation, and risk tolerance, then create an asset allocation and investment portfolio. Onboard primarily uses exchange-traded funds, mutual funds, individual stocks, and bonds. They also offer financial planning services covering areas like retirement, estate, tax, and education planning. Onboard may refer clients to attorneys or other specialists.
Fee Structure
Onboard Financial Management's investment advisory fees range from 0.75% to 1.50% annually, based on factors like the complexity of services, the amount of assets managed, financial planning engagement, and the overall relationship. Fees are calculated by the custodian and deducted from the client's account quarterly. The fee for the first quarter is prorated. Fees may be negotiable.