Advisor at BlueDoor Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BlueDoor Private Wealth, LLC
Location
Beverly, MA 01915
Credentials
Series 65, Series 66
Industry experience
< 1 year
Grady Kozak is a financial advisor at BlueDoor Private Wealth, LLC in Beverly, MA, holding Series 65 and Series 66 licenses with no prior industry experience before joining the firm. He operates a business providing after-school sports programs to elementary and middle schools, which is compensated through parent-paid fees. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning, using customized portfolios that include stocks, bonds, mutual funds, ETFs, and other investment vehicles. The firm’s investment approach combines fundamental and technical analysis with a primarily long-term orientation, regularly monitoring accounts and engaging outside managers when appropriate.
Based on BlueDoor Private Wealth, LLC
Based on BlueDoor Private Wealth, LLC
Flat fees may be negotiated; BlueDoor may set a flat fee resulting in a lower fee than the graduated fee schedule.
$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 1.15% $10,000,001 - $12,500,000: 1.00% $12,500,001 - $15,000,000: 0.85% $15,000,001 - $20,000,000: 0.75% $20,000,001 - $25,000,000: 0.60% $25,000,001 - /No limit: 0.50%
Access to commission-free insurance and annuity products through DPL Financial Partners, LLC; advisory fees charged on assets within variable annuities or variable life insurance products consistent with standard investment management fee schedule.
Account minimum: $500,000
50 Dunham Ridge, Suite 1250
Beverly, MA 01915
Massachusetts
BlueDoor Private Wealth, LLC
2025 - Present (1 year)
Self-employed
2022 - Present (4 years)
Student
2015 - 2024 (9 years)
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Broker-dealer / trader
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Other specialized services
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