BLVD Private Wealth provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment strategies, manage asset allocation, and monitor portfolios regularly. BLVD also offers financial planning services covering investments, insurance, taxes, retirement, education, debt, and estate/trust concerns. They may refer clients to third-party insurance consultation services but receive no compensation for these referrals.
Assets Under Management$220M
Clients137
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $20.0M | 0.60% |
| $20.0M - $25.0M | 0.50% |
| $25.0M - $30.0M | 0.40% |
| $30.0M - $35.0M | 0.30% |
| $35M+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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