Open Door Investment Advisors provides investment management and financial planning services. The firm focuses on helping clients plan their finances, such as retirement and education, and manage their investment portfolios. Open Door Investment Advisors acts as a fiduciary, meaning they are legally obligated to place clients’ interests above their own. They manage investments in individual stocks, mutual funds, and exchange traded funds.
Assets Under Management$37M
Clients50
Advisors2
Avg. per Client$740K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees are negotiable and discounts are sometimes given on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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