Troy Noor is a CFA, CFP-designated registered investment advisor at Boulevard, based in Bloomington, MN, with 14 years of industry experience. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 268 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiated in isolated instances. Minimum portfolio advisory fee of $2,500 per year applies to individual investors.
Fee Estimator
Location
7825 Washington Avenue, Suite 100, Bloomington, MN, 55439
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Troy is a partner in Noors Villa, LLC, a residential property rental business. This activity is unrelated to his work with Boulevard.
Employment History
Current Registrations
Boulevard
Previous Registrations
Dr Investment Management
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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