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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Cheshire, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Services
Portfolio 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.
Get matched with an advisorMethodology
To find the top financial advisors in Cheshire, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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