Boulevard Money LLC manages investment portfolios and offers financial planning services. Financial planning covers business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, tax planning, and real estate investments. Planning is offered on a project basis or as an ongoing service.
Assets Under Management$6.6M
Clients23
Advisors1
Avg. per Client$290K
Avg. per Advisor$6.6M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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