BlueDoor Private Wealth offers investment management services to individuals and high net worth individuals. Financial planning is included as part of the investment management service, not as a standalone service. BlueDoor works with clients to determine their investment objectives and risk tolerance to create an optimal asset allocation. BlueDoor may use third-party investment advisors to assist in portfolio management.
Assets Under Management$110M
Clients48
Advisors4
Avg. per Client$2.2M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...