Our Difference

Understanding the Differnce

We believe that clients now, more than ever, demand an objective and transparent solution to evaluate their investment portfolio and plan for the future..

We have developed Clapboard Hill Private Wealth to be the boutique private wealth solution meeting those needs.

As independent fiduciaries, we are best structured to provide customized and professional advice and guidance. 

Clapboard Hill Private Wealth

Brokerage House

Bank/Money Manager

Responsibility to Client

Full Fiduciary Responsibility

Recommendations need only be suitable

Recommendations need only be suitable

Full Service Wealth Planning

Yes

Not Typically

Not Typically

Compensation

Cost for service
based upon advice and research

Commissions for buying/selling

Either commission based or a percentage of assets under management

Investment Offerings

Open-architecture where only most fitting investments are utilized

May direct investment to in-house proprietary products

May direct investment to in-house proprietary products

Custody of Assets

Fidelity (independent third-party custodian)

Typically In-house

Typically In-house

Disclosure

Full Transparency

Limited disclosure requirements

Limited disclosure requirements