Boulevard
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$117,406,247
Clients
266
Advisors
4
of 5 employees
About
Boulevard Wealth Management serves individuals, trusts, estates, pension and profit‑sharing plans, charitable organizations and small businesses, working with both non‑accredited and institutional clients including high‑net‑worth households. The firm provides modular financial planning and project advisory work, discretionary portfolio management, pension consulting, selection of other advisors, periodic publications and educational seminars, and insurance advisory services.
Boulevard’s investment approach emphasizes long‑term strategic asset allocation implemented primarily through mutual funds and ETFs, with representatives monitoring portfolios at least semi‑annually and meeting more frequently for larger accounts. In addition to ongoing portfolio management, the firm offers project‑based strategic advisory work and manages “held‑away” employer retirement accounts via a third‑party platform (Pontera) to review allocations and rebalance connected accounts.
Compared with many peers, Boulevard operates an affiliated insurance agency across multiple states and its representatives are licensed to sell life, disability and long‑term care products; the firm discloses that insurance commissions can create a conflict of interest. The firm also publishes periodicals/newsletters and runs educational workshops—services that are relatively uncommon among similar advisors—and recently transitioned from state to SEC registration while adding held‑away asset management.
Client services
Expertise
Occupation focus
Fee options
$100,000 - $999,999: 1.25% annually $1,000,000 - $1,999,999: 1.00% annually $2,000,000+: 0.75% annually
Strategic Advisory hourly rates range from $100 to $400 per hour; $275 per hour for research or information gathering.
Account minimum: $100,000 minimum investment for non-accredited investors (waivable); $1,000,000 minimum investment for accredited investors (waivable) for Portfolio Advisory services. Strategic Advisory has minimum fees of $2,500 or $5,000 depending on client category. Minimum fee: Minimum Portfolio Advisory fee of $2,500 per annum for individual investors; Strategic Advisory Services minimum fee of $2,500 or $5,000 depending on client classification; Intake administrative fee of $500 due at contract signing.
Main office
7825 Washington Avenue, Suite 100
Bloomington MN 55439
Advisors at this office
4
Most active in
Minnesota
Also doing business as
Boulevard · Boulevard Advisors · Boulevard Wealth · Boulevard Wealth Management, Inc. · Boulevard Wealth Management, LLC · Rapacki & Co. Advisory
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
Brennan M
CFP®
Bloomington, MN
Boulevard
Brennan McCarthy is a CFP® professional with eight years of experience at Boulevard Wealth Management, Inc., located in Bloomington, MN. He is also a partner of CBM Real Estate, LLC, a residential property rental business separate from his advisory work. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term strategic asset allocation primarily through mutual funds and ETFs, offering modular financial planning, discretionary portfolio management, project advisory services, and insurance advisory solutions.
Troy N
CFP®, CFA®, Series 63
Bloomington, MN
Boulevard
Troy Noor is a CFP® and CFA® with 15 years of industry experience. He has worked at Boulevard Wealth Management, Inc. since 2013 and previously spent three years at DR Investment Management. Outside of his advisory role, he is a partner in Noors Villa, LLC, a residential property rental business. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses, including high-net-worth households. The firm emphasizes long-term strategic asset allocation through mutual funds and ETFs, offers modular financial planning and discretionary portfolio management, and provides educational seminars and insurance advisory services.
Isaac B
Series 66
Bloomington, MN
Boulevard
Isaac Benner is a financial advisor at Boulevard with five years of industry experience and holds a Series 66 designation. Prior to his current role, he has worked with The Oak Ridge Financial Services Group, White Oaks Wealth Advisors, and held various positions outside finance including involvement with The Edge Pub & Eatery and the Republican Party of Minnesota. Boulevard Wealth Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm focuses on long-term strategic asset allocation primarily through mutual funds and ETFs, providing modular financial planning, discretionary portfolio management, and project advisory services.
Derek V
ChFC®, Series 63
Bloomington, MN
Boulevard
Derek Villars is a ChFC® and Series 63 licensed advisor with 15 years of industry experience. He has been with Boulevard Wealth Management, Inc. since 2014. In addition to his advisory role, Villars is a licensed life and health insurance agent and general agent of Boulevard Wealth Management’s insurance agency. Boulevard Wealth Management serves individual and small business clients, offering financial planning, discretionary portfolio management, and insurance advisory services. The firm manages approximately $113 million in discretionary assets and follows a long-term, strategic asset allocation approach that emphasizes mutual funds and ETFs, periodic portfolio reviews, and cost-efficient share classes.
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