For portfolio management services, the client will pay the annual fees described below.
Equity and Alternative Income Portfolios
Up to $2,000,000-- 1.00%
$2,000,000 to $5,000,000-- 0.875%
$5,000,000 to $10,000,000-- 0.75%
Over $10,000,000-- 0.50%
Fixed Income Portfolios
Up to $2,000,000-- 0.75%
$2,000,000 to $5,000,000-- 0.625%
$5,000,000 to $10,000,000-- 0.50%
Over $10,000,000-- 0.40%
The fee will be due and payable on a quarterly basis, in advance on the market value of the account assets including cash under management, as of the close of business on the last business day of the quarter. The fee will be payable when the account is established, pro-rated for the first partial quarter, if any. If an account is closed, any fees collected but unearned after the date of written notice will be refunded.
Fees are generally deducted directly from the client's custodial account. Clients receive either a fee invoice from Starboard (in states required) and/or quarterly account cash flow statements showing the fee deduction.
Link to Form ADV on SEC website:
Terms & Conditions
This Web site is for informational purposes only and does not constitute a complete description of our investment services or performance. This Web site is in no way a solicitation or offer to sell securities or investment advisory services except, where applicable, in states where we are registered or where an exemption or exclusion from such registration exists. Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we, and our suppliers believe reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this web-site should be interpreted to state or imply that past results are an indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEB-SITE."
Starboard is currently registered with the applicable states in which it does business