Boulevard Wealth Management is a registered investment adviser that offers a range of services including portfolio management, strategic financial planning, and insurance advice. The firm builds customized portfolios primarily using mutual funds and exchange-traded funds based on each client's goals and risk tolerance. In addition to managing accounts directly held at brokerage firms, Boulevard Wealth Management can manage employer-sponsored retirement accounts held away through a third-party platform. The firm provides modular financial planning covering retirement, estate, business, insurance, cash flow, and tax planning. Boulevard Wealth Management serves both individual and institutional clients, specializing in working with individuals, families, and closely held business owners.
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.