Jeffrey Tomlinson
Jeffrey Tomlinson is a CFA-designated registered investment advisor at Boulevard Investment Management LLC, based in Santa Monica, CA, with 4 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $50M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Advisory fee is negotiable, depending on individual client circumstances and if financial consulting services are included.
Fee Estimator
Location
2729 Wilshire Boulevard, Suite 209, Santa Monica, CA, 90403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Boulevard Investment Management LLC
State Registrations2 states
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