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Justin Hudock

Starboard Wealth Management

9 Appaloosa Way

Marstons Mills, MA 02648
(508) 2217076

The advantaged position

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

CRD#

2909908

Firm CRD#

307253

Name of Custodial Firm

Charles Schwab

States Licensed in

MA

Years of Experience in Financial Services

20

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

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

Qualifications & Membership

Securities Licenses

Series 65

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

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
09/01/2014 - 12/16/2016

Bachelor of Arts - Economics

Trinity College
09/01/1994 - 05/12/1998