Springboard Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$136,454,158
Clients
97
Advisors
2
of 2 employees
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
Expertise
Fee options
Financial planning fees range from $500 to $5,000 depending on complexity
$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%
Account minimum: $250,000 Minimum fee: $1,000 minimum annual fee Fee-only: Fee-only basis; no commissions or outside compensation
Main office
355 Highland Avenue, Suite 201
Cheshire CT 06410
Advisors at this office
2
Most active in
Connecticut · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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.
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.
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