MSDR Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MSDR Partners is a registered investment adviser that manages about $25.5 million for roughly 66 clients, including individuals, high-net-worth households, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm provides discretionary portfolio management, financial planning (including Monte Carlo retirement analysis), and ERISA/qualified plan services.
The firm tailors portfolios to clients’ stated objectives and risk tolerance and uses a mix of quantitative tools—factor investing, optimization, and technical analysis—alongside proprietary and third‑party model strategies described as tactical, strategic, and dynamic. Financial planning engagements use in‑depth interviews and scenario analysis to inform investment recommendations and retirement planning decisions.
MSDR’s brochure highlights an atypical emphasis on retirement-plan consulting for a firm of its size, offering both non‑discretionary 3(21) support and discretionary 3(38) fiduciary implementation services, plus IPS drafting, DIA/QDIA evaluation, model allocation construction, and participant education. The disclosure also explicitly discusses rollover implementation options (including the choice of commission‑based versus fee‑based accounts) and the firm’s use of institutional custodial platforms and model portfolios, indicating a blend of individual advisory and plan‑level services not commonly seen among similar independent advisers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees generally range from $1,500 to $5,000
$0 - $500,000: 1.30% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,500,000: 1.00% $2,500,000+: 0.80%
Up to $500/hour for financial planning services
Account minimum: $250,000
Main office
Grand Haven MI
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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