Boulevard Wealth Management Inc

Item 5 ‐ Fees and Compensation

Fees paid to BOULEVARD are for BOULEVARD advisory services only. The fees do not include, for example, the fees charged by third
parties such as third‐party managers, or accountants and attorneys assisting with providing the client with accounting and legal
advice. Commissions on transactions and other account fees will also be charged by brokerage firms in accordance with the account’s
brokerage firm’s normal commission schedule. See Item 12, Brokerage Practices. Commissions on insurance products are also not
included in BOULEVARD advisory fees.

Prospective clients should be aware that in addition to BOULEVARD's advisory fees, each mutual fund in which a client's assets are
invested also pays its own advisory fees and other internal expenses which already have been deducted from the fund's reported

performance. Depending on the fund, a client may be able to invest directly in the shares issued by the fund with or without incurring
any sales or third‐party management fees. Account maintenance fees are also deducted by the primary custodian.

In addition, there are tax effects pertaining to fund share redemptions, and other sales, made by BOULEVARD on behalf of clients.
Redemptions and sales are taxable events which may accelerate the recognition of capital gains, and losses, and frequent
redemptions and sales may result in short‐term, rather than long‐term, capital gains and losses.

BOULEVARD does not charge commissions, and so does not adjust its advisory fees in an offsetting fashion. BOULEVARD utilizes the
least expensive version of any mutual funds, UITs, ETFs, or other vehicles it recommends. Primary recommendations include mutual
funds and ETFs. Regarding mutual fund recommendations, the following order of priority is given to share classes when handling client
accounts: institutional share classes, then investor or “no‐load” share classes, then A share classes (with the initial load waived). If any
12b‐1 fee, or other service fee is associated with the fund held, that fee is not retained by BOULEVARD, (other custodians may be
selected as required by client engagements and/or future growth and would necessarily be included in future amendments as
material changes).

BOULEVARD clients may choose to invest holdings recommended by BOULEVARD through other brokers or agents that are not
affiliated with BOULEVARD.

BOULEVARD does not receive compensation in connection with the purchase or sale of securities, other than the advisory fees
disclosed according to the following fee schedules.

Strategic Advisory Fees

The fee for this service is quoted in advance and based on the scope and nature of advisory services requested and number and
qualifications of professional staff needed to complete the project. Per person hourly rates range from $100 ‐ $400. One‐half of
the quoted fee is due at the time the service agreement is signed, with the balance due after services are completed. Services are
subject to a minimum fee of $2,500 or $5000 depending on the category of client, unless reduced by BOULEVARD under specific
circumstances. In the event of contract termination, unearned prepaid fees are returned to the client, except for
$500 retained for information collection if the contract is terminated before services begin. If BOULEVARD is unable to complete the
work within 6 months of contract signing due to inability to collect Client data or other similar circumstance, this Agreement will be
terminated.

Portfolio Advisory Fees

Fees for Portfolio Advisory Services are based upon the value of assets under management and are listed below. A minimum
investment of $100,000 is required to establish an investment advisory account for non‐accredited investors, unless waived by
BOULEVARD. A minimum investment of $1,000,000 is required to establish an investment advisory account for accredited investors,
unless waived by BOULEVARD.

Asset Value                       Quarterly Fee             Annual Fee
$100,000 ‐ $999,999                 0.3125%                  1.25%
$1MM ‐ $1,999,999                   0.25%                   1.00%
$2MM and above                      0.1875%                  0.75%

Minimum Portfolio Advisory fee of $2,500 per annum for individual investors, unless reduced by BOULEVARD under specific
circumstances.

Annual asset‐based fees are calculated based upon the total market value of assets in a client’s portfolio on the last business day of the
quarter during which services are provided and are payable in advance, before services are provided. Clients pay an initial fee which is
pro‐rated for the time remaining in the first billing period, plus the next quarter. Thereafter, fees are calculated for successive three-
month periods. For purposes of valuing assets, the assets of related accounts may, at the discretion of BOULEVARD, be combined for
fee calculation purposes. In the event the service agreement is terminated, which can occur upon 30 days’ notice by BOULEVARD or
the Client, prepaid fees are prorated for the last billing period to date of termination and refunded. BOULEVARD can change its fee

schedule by providing the Client 30 days’ advance written notice.

Insurance Advisory Fees

Clients may pay an hourly fee for insurance policy research, according to the Strategic Advisory Services fee schedule listed above.
Otherwise, there are no separate fees charged to Insurance Advisory Services clientele for advice regarding insurance policies.
However, as an independent insurance agency, Boulevard Wealth Management, Inc. (“BLVD, INC.”) may receive and payout to its
agents any commissions generated in the course of conducting business for its clients or clients of Boulevard Wealth Management,
Inc. (“BOULEVARD”). Agents must be licensed in the proper jurisdictions and have an Agent Agreement on file with BLVD, INC, in order
to participate in insurance commissions.
...

Item 7 ‐ Types of Clients/Minimum Account Size or Minimum Fee

BOULEVARD makes its advisory services available to a wide variety of clients which fall into two categories:

    1.   Non‐accredited clients: Individuals, Trusts, and Estates.

         BOULEVARD has a minimum fee for Strategic Advisory Services and Comprehensive Advisory Services of $2500. $500 of this
         fee is due at engagement and is non‐refundable.

         BOULEVARD has a minimum account size for Portfolio Advisory services of $200,000, unless otherwise waived.

    2.   Institutional clients: accredited investors, pension and profit-sharing plans, trusts, estates, charitable
         organizations, corporations and other business entities.

                  BOULEVARD has a minimum fee for Strategic Advisory Services and Comprehensive Advisory Services of $5,000.
                  $500 of this fee is due at engagement and is non‐refundable.

                  BOULEVARD has a minimum account size for Portfolio Advisory services of $1,000,000, unless
                  otherwise waived.