BLVD Private Wealth manages investment portfolios and provides comprehensive financial planning for individuals, high-net-worth clients, and businesses. BLVD's portfolio management services cover investment strategy, asset allocation, asset selection, and ongoing portfolio monitoring. The firm also offers specialized services such as managing held-away accounts like retirement plans through third-party platforms, as well as retirement plan consulting for employers. BLVD tailors its investment approach to each client's specific goals, risk tolerance, and time horizon, utilizing various securities including mutual funds, exchange-traded funds, equities, fixed income, real estate funds, and private placements.
Assets Under Management$220M
Clients137
Advisors3
Avg. per Client$1.6M
Avg. per Advisor$73M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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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