Starboard Wealth Management is dedicated to a personalized, well communicated approach to maximizing each clients after-tax return, and minimizing the fees they pay to get there. As a fiduciary, Starboard is guided by the heuristic of treating every client as if they were a family member. Trust is built through thoughtful and wise decisions, and clear and timely communications.
|Firm Start Year:||2020|
|Name of Custodial Firm:||Charles Schwab|
|States Licensed in:||MA|
|Number of Years with Current Firm:||1|
|I work with the following types of clients:||Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses|
|Investment Types:||Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, Via phone, Via email, At your home, At my office, At your office|
|Firm's Number of Clients:||30|
|Firm's Number of Managed Clients:||28|
|Assets Managed by Firm:||4000000|
|Advisor's Number of Clients:||30|
|Advisor's Number of Managed Clients:||28|
|Advisor's Number of Planning Clients:||0|
|Assets Managed by Advisor:||$4000000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Additional Details on Charges:||0.60% per year for the first $1 million, 0.50% per year for the next $3 million, 0.40% per year for amounts over $4 million, *No fee for cash/money market balances up to $50k|
|Minimum Fee Charged for Managed Accounts:||0.40%|
|Masters of Business Administration - Finance||
UMASS, Amherst - Amherst, MA
|Bachelor of Arts - Economics||
Trinity College - Hartford, CT
Justin Hudock attended Trinity College in Hartford, Connecticut and earned a BA in Economics. He also has an MBA from the Isenberg School at the University of Massachusetts, Amherst. Justin started working on Wall Street right out of school, and over a 20+ year career has worked for proprietary trading companies, hedge funds and independent RIAs before opening Starboard Wealth Management. He now manages investments with a laser focus of improving investment returns and keeping fees as low as possible. Justin excels at straight-forward, accurate and prompt communications with clients.
Financial Planning for Individuals
Starboard Wealth Management builds each client a personalized balance sheet that takes a 360 degree view of their current financials. With estimates for income needs in retirement, a path from their current financial position to those retirement goals is mapped out.
Financial Advice & Consulting
Starboard Wealth Management is focused on each client's financial goal and the best path to achieve that goal while minimizing risks and fees. Every client is unique, and each pathway to a financial goal must respect those unique preferences. It is a collaborative approach that ensures the client is well informed of their options through clear and timely communication.
Starboard Wealth Management excels at bespoke portfolio management to fulfill client goals. With an emphasis on keeping fees to a minimum, we build diversified stock and fixed income portfolios that are in-line with client preferences. Portfolios are continuously monitored and rebalanced using fundamental, technical and sentiment analysis.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|
|Sat.||9:00 AM - 4:00 PM|
|South Shore||Rhode Island|