Boulevard Wealth Management provides financial advice and manages investments for individuals and small businesses. They offer strategic advice on specific financial situations, manage investment portfolios, and provide insurance analysis. They typically recommend investments in mutual funds and exchange-traded funds. Boulevard does not guarantee investment results.
Assets Under Management$120M
Clients268
Advisors4
Avg. per Client$450K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable in isolated instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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