Open Door Financial Advisors provides financial planning and investment management services to individuals and high net-worth individuals. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating tailored portfolios based on client goals and risk tolerance.
Assets Under Management$8.9M
Clients20
Advisors1
Avg. per Client$450K
Avg. per Advisor$8.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...