Boulevard Family Wealth
Assets Under Management
$933.0M
Number of Clients
19
Number of Advisors
N/A
Average Client AUM
$49.1M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Boulevard Family Wealth offers asset management and investment consulting services, striving to meet client financial goals while considering risk tolerance and time horizons. Services include portfolio management with financial planning, and standalone financial planning and consulting. They utilize Dynasty Financial Partners for operational support and access to investment programs.
Fee Structure
For portfolio management, the maximum annual fee is 1.50%, billed quarterly in advance. Fees for third-party manager services are included in this advisory fee. Financial planning and consulting are charged on a flat fee basis, not exceeding $100,000, with a 50% retainer required at signing. Clients will also incur transaction charges and other fund-related expenses charged by the custodian. Financial Planning & Consulting clients may terminate their agreement at any time before the delivery of a financial plan by providing written notice. For the purpose of calculating refunds, all work performed by us up to the point of termination shall be calculated at a rate of $550 per hour.
Areas of Practice
Location
9465 Wilshire Blvd., Suite 840, Beverly Hills, CA, 90212