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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 137 clients with $340M 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 | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $12.5M | 1.15% |
| $12.5M - $15.0M | 1.00% |
| $15.0M - $20.0M | 0.75% |
| $20.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
Fees are negotiable based on relationship complexity and the specific advisor. Accounts are combined within households for fee calculations.
Fee Estimator
Location
50 Dunham Ridge, Suite 1250, Beverly, MA, 01915
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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