Timothy Logsdon
Advisor at BLVD Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at BLVD Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Prospect, KY 40059
Credentials
Series 63, Series 65
Industry experience
19 years
Timothy Logsdon is a financial advisor with BLVD Private Wealth, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including nine years at JPMorgan Securities LLC and ongoing ownership of Truland, LLC. He is also a licensed insurance agent. BLVD Private Wealth provides discretionary portfolio management, financial planning, and retirement-plan consulting for individuals, including high-net-worth clients, as well as corporations and employer-sponsored plans. The firm constructs tailored portfolios using a combination of fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation.
Based on BLVD Private Wealth, LLC
Based on BLVD Private Wealth, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.60% $20,000,001 - $25,000,000: 0.50% $25,000,001 - $30,000,000: 0.40% $30,000,001 - $35,000,000: 0.30% $35,000,001 - And Up: 0.20%
Commission-based compensation from insurance sales by certain representatives, but commissions are not the primary source of compensation.
Fee-only: Fixed fees for financial planning between $1,000 and $25,000
10515 Meeting Street, Suite 101
Prospect, KY 40059
Florida · Indiana · Kentucky · Texas
BLVD Private Wealth, LLC
2021 - Present (5 years)
Truland, LLC
2019 - Present (7 years)
JPMorgan Securities LLC
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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