Boulevard Wealth Partners is a fee-only financial planning firm located in Nashville, Tennessee. Our focus is helping people with complex financial planning issues related to retirement planning, tax reduction strategies, and portfolio management.
|Firm Start Year:||2015|
|Name of Custodial Firm:||Pershing, TD Ameritrade, Fidelity|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Individual Investors, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Mutual Funds, Options & Futures, Bonds, Stocks|
|I can meet clients in the following ways:||Via phone, Video Conference, At my office|
|Firm's Number of Clients:||62|
|Firm's Number of Planning Clients:||12|
|Firm's Number of Managed Clients:||50|
|Assets Managed by Firm:||$25,000,000|
|Advisor's Number of Clients:||62|
|Advisor's Number of Managed Clients:||50|
|Advisor's Number of Planning Clients:||12|
|Assets Managed by Advisor:||$25,000,000|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Fee Structure:||Fee Only|
|Compensation Methods:||Based on Assets, Flat Fee|
|Fee % Based on Assets:||.5% - 1.5%|
Boulevard Wealth Partners is a member of Advisory Services Networks, LLC (CRD 146051).
Doug Jackson specializes in portfolio management, retirement income planning, and tax reduction strategies. He has extensive experience working with individuals, families, and small business to solve complex financial planning issues. Before starting Boulevard Wealth Partners, Doug served as the Regional Vice President for a global investment services firm. Doug is passionate about people and believes that deep interpersonal relationships are the key to helping his clients achieve financial success.
Beyond his work as a financial advisor. Doug and his wife Jenny spend their time and resources working with a local non-profit Homes for Homes, which provides shelter and basic human resources for local families in Honduras.
Doug is also an avid golfer and a member at Nashville Golf and Athletic Club.