Boulevard Money
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,300,000
Total clients
24
8% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
24
Average account size
$429,167
About
Boulevard Money LLC is a state-registered independent investment adviser that serves individual clients, including both standard and high-net-worth households. The firm offers discretionary portfolio management and financial planning services delivered as either project-based engagements or an ongoing comprehensive planning subscription, covering areas such as business planning, rental real estate, college savings, estate planning, and tax considerations.
The firm’s investment approach emphasizes passive portfolio construction using low-cost index mutual funds and ETFs, with asset allocation tailored to each client’s goals, risk tolerance, and tax circumstances; fundamental, technical, and cyclical analysis are used as supplemental inputs when appropriate. Accounts are managed on a discretionary basis with regular reviews and custodial reporting, and clients may impose reasonable investment restrictions in writing.
Noteworthy features include operating a wrap fee program, a model that is uncommon among independent advisers of this type. With roughly $6.6 million in assets across about two dozen client relationships, the firm executes trades on an individual-account basis rather than aggregating block trades and highlights planning support for business owners and rental real estate investors.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Project-Based Financial Planning fixed fees range from $500 to $2000, negotiated per client needs. Initial Comprehensive Financial Planning upfront fee of $1000.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
Ongoing Comprehensive Financial Planning monthly fees range from $100 to $500 per month, paid monthly in advance.
Main office location
Boulevard Money
4235 Hillsboro Pike, Suite 355
Nashville TN 37215, United States
Number of offices
1
Most active in
Boulevard Money has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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