Boulevard Investment Management offers tailored investment advice and portfolio management. They work with clients to create investment portfolios based on their goals and risk tolerance. They also offer financial consulting services on topics like risk management, investment analysis, and estate planning. Boulevard Investment Management requires discretionary authority to manage client accounts.
Assets Under Management$50M
Clients5
Advisors1
Avg. per Client$10M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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