BlueDoor Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$337,266,388
Total clients
135
50% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
45
Average account size
$2,498,270
About
BlueDoor Private Wealth serves individual and high‑net‑worth clients with discretionary and non‑discretionary investment management and integrated financial planning that is offered only as part of its investment management services. The firm implements customized portfolios using stocks, bonds, mutual funds, ETFs, cash equivalents, and can provide access to separate account managers and third‑party advisers for portfolio implementation.
The firm’s investment process centers on tailored asset allocation documented in an investment policy statement and combines fundamental and technical analysis with a primarily long‑term orientation while permitting shorter‑term trading when conditions warrant. BlueDoor monitors accounts on a regular basis, may engage outside managers or SAMs for specific mandates, and uses a third‑party provider to vote client proxies.
Notable distinctions include an affiliation between the firm’s principal owner and an affiliated law practice, which the brochure identifies as a material conflict of interest when legal services are recommended as part of financial planning. The firm also maintains a membership with DPL Financial Partners to access insurance and annuity products and reports managing roughly $106 million in client assets across a relatively small client base, typically serving households that meet its stated account minimum.
Client services
Expertise
Fee options
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
Main office location
BlueDoor Private Wealth, LLC
50 Dunham Ridge, Suite 1250
Beverly MA 01915, United States
Number of offices
2
Most active in
Colorado · Connecticut · Florida · Massachusetts · New Hampshire · New York · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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