Derek Villars
Derek Villars is a ChFC-designated registered investment advisor at Boulevard, based in Bloomington, MN, with 15 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
Get directionsHistory
Regulatory History (1)
Criminal
March 1993Other Business ActivitiesSells Insurance
Derek is a licensed life and health insurance agent in Minnesota and a general agent of Boulevard Wealth Management, LLC.
Employment History
Current Registrations
Boulevard
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
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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