Kevin Mccutcheon
Kevin Mccutcheon is a CFA-designated registered investment advisor at Bluedoor Private Wealth, LLC, based in St. Petersburg, FL, with 13 years of industry experience. Kevin 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
888 Executive Center Dr W, Suite 101, St. Petersburg, FL, 33702
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
Kevin is the Chief Investment Officer at G & O Financial Services, Inc., an investment adviser, since 2013. This activity is investment-related.
Employment History
Current Registrations
Bluedoor Private Wealth, LLC
G & O Financial Services, INC.
Previous Registrations
Live Oak Family Offices LLC
Boston Asset Management INC
State Registrations3 states
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