DV
ChFC
DV
ChFC
Derek Villars
15 Years of Experience
Bloomington, MN
1 DisclosureMay Earn CommissionSells Insurance
Derek Villars is a ChFC-designated registered investment advisor at Boulevard, based in Bloomington, MN, with 15 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 268 clients with $120M in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
268 clients
Average Client Portfolio
$446K average
Assets Under Management
$119.5M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable in isolated instances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7825 Washington Avenue, Suite 100, Bloomington, MN, 55439
Get directionsHistory
Regulatory History (1)
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Criminal
March 1993Final Disposition
Other Business ActivitiesSells Insurance
Derek is a licensed life and health insurance agent in Minnesota and a general agent of Boulevard Wealth Management, LLC.
Employment History
Current Registrations
Boulevard
January 2014 - Present · 12 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2002 - August 2005 · 3 yrs
State Registrations1 state
MN
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.