Michael Kozak is a CFP-designated registered investment advisor at Bluedoor Private Wealth, LLC, based in Beverly, MA, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 48 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.15% |
| $10.0M - $12.5M | 1.00% |
| $12.5M - $15.0M | 0.85% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees may be negotiable. BlueDoor may set a flat fee that results in a lower fee than the table described.
Fee Estimator
Location
50 Dunham Ridge, Suite 1250, Beverly, MA, 01915
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Michael maintains a small tax and estate planning practice, working sporadically as needed. He spends minimal time drafting estate planning documents or coordinating tax work.
Employment History
Current Registrations
Bluedoor Private Wealth, LLC
Previous Registrations
Little House Capital, LLC
East Coast Asset Management, LLC
Cabot Money Management INC
State Registrations5 states
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