wiseradvisor

Justin  Hudock
Starboard Wealth Management

Tel: (508) 221-7076
9 Appaloosa Way
Marstons Mills, MA 02648

The advantaged position

Starboard Wealth Management | Financial Advisor in Marstons Mills ,MA

About Starboard Wealth Management

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.


General Information

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, Businesses, Investment Clubs


Services

Investment Types:   Alternative Investments, Stocks, Mutual Funds, Bonds, Options & Futures, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Video Conference, Via email, Via phone, At your office, At your home, At my office


Firm Information

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


Compliance

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
Compensation Methods:   Based on Assets
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%


Education

Masters of Business Administration - Finance  UMASS, Amherst - Amherst, MA
09/01/2014-12/16/2016

Bachelor of Arts - Economics  Trinity College - Hartford, CT
09/01/1994-05/12/1998


Justin  Hudock

Justin  Hudock

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.

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My Services

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.


Portfolio Management

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.


Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 4:00 PM

Communities Served

Cape Cod Boston-metro
South Shore Rhode Island
Connecticut

Social Networks

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