Springboard Asset Management LLC

Springboard Asset Management, LLC is a fee-only investment management and financial planning firm founded in 2010 by Charles M. Green, CFP® and Rebecca D. Green, CFP®. The firm is registered with the SEC and offers customized investment management services tailored to individual client needs. Services include portfolio management with a focus on cash equivalents, fixed income, equities, international equities, and real assets. Financial planning services cover various aspects such as retirement planning, education planning, and estate planning. Fees for financial planning services range from $500 to $5,000, while investment management fees are based on a percentage of assets under management, starting at 1.00% for the first $250,000. The firm requires a combined household minimum of $250,000 in assets under management, with fees billed quarterly in arrears. Springboard does not charge performance-based fees to avoid conflicts of interest. The firm's investment strategy is based on strategic asset allocation, diversification, and a small/value tilt. They use security analysis methods such as fundamental and technical analysis, with a focus on risk management. Springboard does not maintain custody of client assets and operates under a fiduciary duty to act in the best interests of clients. Clients have investment discretion and are responsible for voting on their securities proxies. The firm has no disciplinary history and adheres to a strict Code of Ethics.