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
CFP®, Series 66
Industry experience
24 years
Michael Kozak is a CFP® with 24 years of experience in the financial industry. He has been with BlueDoor Private Wealth, LLC since 2019 and also maintains a small, sporadic tax and estate planning practice. Prior to BlueDoor, he worked at East Coast Asset Management, LLC and Little House Capital, LLC. BlueDoor Private Wealth serves individual and high-net-worth clients with discretionary and non-discretionary investment management and integrated financial planning. The firm uses customized portfolios and a tailored asset allocation process that combines fundamental and technical analysis with a primarily long-term investment approach.
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
Colorado · Florida · Massachusetts · New Hampshire · Texas
BlueDoor Private Wealth, LLC
2021 - Present (5 years)
BlueDoor Private Wealth, LLC
2019 - 2021 (2 years)
Little House Capital, LLC
2017 - Present (9 years)
East Coast Asset Management, LLC
2011 - 2018 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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