Top financial advisors in Cheshire, CT
We’ve curated a list of the best financial advisors in Cheshire, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$97,757,601
Number of advisors
2 advisors
| $97,757,601 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cheshire, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cheshire. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$97,757,601 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Cheshire, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Cheshire. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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