Bluedoor Private Wealth, LLC
BlueDoor Private Wealth, LLC, established in March 2019, is an investment adviser registered with the SEC, offering Investment Management Services to individuals and high net worth clients. The firm provides discretionary and non-discretionary investment management services, including Financial Planning Services as part of its Investment Management Services. BlueDoor may recommend third-party investment advisers for portfolio management and offers access to insurance and annuity products through a membership agreement with DPL Financial Partners. The firm's fee structure is based on a graduated fee table, charged as a percentage of assets under management. BlueDoor primarily utilizes Charles Schwab & Co. as its custodian and executing broker-dealer. The firm does not engage in wrap fee programs and does not charge performance-based fees. BlueDoor conducts ongoing monitoring of client accounts and provides quarterly reports, with Schwab also issuing quarterly custody statements. The firm has a Code of Ethics in place and does not receive compensation for client referrals. BlueDoor recommends Egan-Jones Proxy Services for proxy voting and has no financial conditions impairing its ability to meet client commitments.
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