BLVD Private Wealth LLC

Item 5: Fees and Compensation

A. Fee Schedule

Portfolio Management and Held Away Assets – Pontera Fees

        Total Assets Under Management             Annual Fees

        $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%

The advisory fee is calculated using the value of the assets under management on the last
business day of the prior billing period, as is indicated in the Investment Advisory
Contract. The advisory fee will be dependent on the total market value of the client or
household assets under management. Example: Quarterly fee = (Annual fee percentage /
4) x amount of assets under management. (1.00% / 4) x $1,000,000 AUM = $2,500 quarterly
fee. Adjustments will be made for deposits in excess of $10,000 during the quarter.

These fees are negotiable, and the final fee schedule is attached as an Exhibit of the
Investment Advisory Contract. The advisory fee is calculated using the value of the assets
under management on the last business day of the prior billing period.

The final fee schedule will be memorialized in the client’s advisory agreement. Clients
may terminate the agreement without penalty for a full refund of BLVD's fees within five
business days of signing the Investment Advisory Contract. Thereafter, clients may
terminate the Investment Advisory Contract immediately upon written notice.

Selection of Other Advisers Fees
BLVD may direct clients to third-party investment advisers. BLVD will receive its
standard fee on top of the fee paid to the third-party adviser. BLVD’s portion is negotiable.
The advisory fee is calculated using the value of the assets under management on the last
business day of the prior billing period. The advisory fee will be dependent on the total
market value of the client or household assets under management. Example: Quarterly fee
= (Annual fee percentage / 4) x amount of assets under management. (1.00% / 4) x
$1,000,000 AUM = $2,500 quarterly fee. Adjustments will be made for deposits in excess
of $10,000 during the quarter.

Upon termination, for any unearned asset-based fees paid in advance, the fee refunded
will be equal to the balance of the fees collected in advance minus the daily rate* times the
number of days elapsed in the billing period up to and including the day of termination.
(*The daily rate is calculated by dividing the quarterly asset-based fee rate by the number
of days in the quarter)

Financial Planning Fees

Fixed Fees
The negotiated fixed fee for creating client financial plans is between $1,000 and $25,000.

The fee will be based on the Firm’s time, services provided and the overall complexity of
the financial plan.

Clients may terminate the agreement without penalty, for full refund of BLVD’s fees,
within five business days of signing the Financial Planning Agreement. Thereafter, clients
may terminate the Financial Planning Agreement generally upon written notice.

Retirement Plan Consulting

Our Retirement Plan Consulting services are billed on a fee based on the percentage of
Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is
based on the scope and complexity of our engagement with the client. Fees based on a
percentage of managed Plan assets will not exceed 1.00%. The fee-paying arrangements will
be determined on a case-by-case basis and will be detailed in the signed consulting agreement.

B. Payment of Fees

Payment of Portfolio Management Fees
Asset-based portfolio management fees are withdrawn directly from the client's accounts
with client's written authorization on a quarterly basis, or may be invoiced and billed
directly to the client on a quarterly basis. Clients may select the method in which they are
billed. Fees are paid in advance.

Payment of Selection of Other Advisers Fees
Fees are paid quarterly in advance.
The timing, frequency, and method of paying fees for selection of third-party managers
will depend on the specific third-party adviser selected and will be disclosed to the client
prior to entering into a relationship with the third-party advisor.

Payment of Financial Planning Fees
Financial planning fees are paid via check or direct debit.
Fixed financial planning fees are paid 50% in advance, but never more than six months in
advance. The balance is due upon delivery of the plan.

Retirement Plan Consulting Fees
Our Retirement Plan Consulting services are billed on a fee based on the percentage of
Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is
based on the scope and complexity of our engagement with the client. Fees based on a
percentage of managed Plan assets will not exceed 1.00%. The fee-paying arrangements will
be determined on a case-by-case basis and will be detailed in the signed consulting agreement.

C. Client Responsibility for Third Party Fees

Clients are responsible for the payment of all third-party fees (i.e. custodian fees, brokerage
fees, mutual fund fees, transaction fees, etc.). Those fees are separate and distinct from the
fees and expenses charged by BLVD. Please see Item 12 of this brochure regarding broker-
dealer/custodian.

D. Prepayment of Fees

BLVD collects fees in advance. Refunds for fees paid in advance but not yet earned will be
refunded on a prorated basis and returned within fourteen days to the client via check, or
return deposit back into the client’s account.

For all asset-based fees paid in advance, the fee refunded will be equal to the balance of
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Item 7: Types of Clients
BLVD generally provides advisory services to the following types of clients:

       ❖       Individuals
       ❖       High-Net-Worth Individuals
       ❖       Corporations or Other Businesses

There is no account minimum for any of BLVD’s services.