Springboard Asset Management LLC

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Client assets under management

$136,454,158

Clients

39% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$1,406,744

About

Springboard Asset Management is a fee-only, SEC-registered adviser that provides discretionary investment management and financial planning to individuals (including high-net-worth households), trusts, retirement plans, charitable organizations, and business entities. As of December 31, 2025 the firm reported approximately $136.8 million in discretionary assets under management across about 97 client households.

The firm’s investment approach emphasizes strategic asset allocation grounded in Modern Portfolio Theory, using globally diversified portfolios implemented primarily with mutual funds and ETFs and a modest small/value tilt. Clients receive customized Investment Policy Statements and ongoing discretionary management supported by fundamental, technical, and cyclical analysis, with account reviews for rebalancing and tax-efficiency opportunities.

Noteworthy aspects include a small, two-advisor firm model with a formal requirement that advisors hold a bachelor’s degree and CFP® certification, and a client roster that implies an average household relationship of roughly $1.4 million in assets. Springboard also discloses that it does not accept commissions or referral fees and that clients retain proxy voting authority rather than the firm voting securities on their behalf.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Fee options

Fixed

Financial planning fees range from $500 to $5,000 depending on complexity

Percentage

$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $2,000,000: 0.60% $2,000,001+: 0.50%

Other

Account minimum: $250,000 Minimum fee: $1,000 minimum annual fee Fee-only: Fee-only basis; no commissions or outside compensation

Main office location

Springboard Asset Management LLC

355 Highland Avenue, Suite 201

Cheshire CT 06410, United States

Number of offices

Most active in

Connecticut · New Hampshire

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Facebook Website 203-651-7110

Advisors at this firm

Rebecca G

CFP®, Series 63, Series 66

Cheshire, CT

Springboard Asset Management LLC

Rebecca Green is a CFP®-certified financial advisor with 20 years of industry experience. She has been with Springboard Asset Management LLC since 2011. Springboard Asset Management is a fee-only, SEC-registered advisory firm serving individual and high-net-worth households through discretionary investment management and financial planning. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, using globally diversified portfolios with a modest small/value tilt and broad use of mutual funds and ETFs.

General retirement planning Cash flow / budgeting

Charles G

CFP®, Series 63, Series 65

Cheshire, CT

Springboard Asset Management LLC

Charles Green III is a CFP® professional with 26 years of industry experience. He has been with Springboard Asset Management LLC since 2010. The firm is a fee-only, SEC-registered advisory that provides discretionary investment management and financial planning primarily to individual and high-net-worth clients. Springboard Asset Management employs a strategic asset allocation approach based on Modern Portfolio Theory, utilizing globally diversified portfolios with a small/value tilt and a broad use of mutual funds and ETFs.

General retirement planning Cash flow / budgeting

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