Springboard Financial Services provides financial management and planning services to individuals and families. They work with clients to understand their financial goals, objectives, and risk tolerance to develop a customized strategy. Financial management includes ongoing oversight of client accounts held at Altruist LLC. Financial planning helps clients establish goals and values around money, and includes analysis of net worth, cash flow, insurance, retirement, and estate planning.
Assets Under Management$250K
Clients8
Advisors1
Avg. per Client$31K
Avg. per Advisor$250K
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...