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 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
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
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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