BlueDoor Private Wealth manages investment portfolios and provides personalized financial planning for individuals and high-net-worth clients. BlueDoor operates through a network of investment advisor representatives, offering services under its main brand as well as through affiliate names like WealthShed, Live Oak Family Office, and Connecticut Retirement Resources. The firm builds customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and cash equivalents, incorporating both fundamental and technical analysis. In addition to investment management, BlueDoor offers ancillary financial planning covering retirement, estate, tax, and insurance needs. WealthShed, an online division, provides flat-fee financial planning services. BlueDoor works with several major custodians including Charles Schwab, Fidelity, and Altruist.
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.