MSP Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MSP Investment Advisors, LLC primarily serves individual clients and, occasionally, trusts, corporations and qualified retirement plans by acting as a solicitor that refers prospective clients to independent investment advisers. The firm does not manage client accounts, hold custody of assets, or bill clients directly for investment management services.
MSP’s role is limited to introducing clients to Independent RIAs and providing disclosure about those firms; clients enter separate advisory agreements with the Independent RIAs, which alone provide investment recommendations, portfolio management and account reviews. MSP is compensated by referral/solicitation payments from the Independent RIAs rather than charging clients on a percentage-of-assets-under-management basis, and MSP does not monitor or analyze the third‑party managers’ day‑to‑day activities.
Distinctive features include an accounting affiliation: the firm’s managing member is a CPA and a director/partner at a regional accounting firm following a merger, and may spend the majority of his time in that non‑advisory role—an arrangement that is uncommon among peers. MSP also maintains solicitation relationships with several independent firms (including broker‑dealers), which creates referral‑fee conflicts of interest that the firm discloses and for which clients retain the choice to engage the recommended advisers.
Client services
Fee options
Account minimum: $100,000
Main office
30800 Telegraph Road, Suite 2800
Bingham Farms MI 48025
Advisors at this office
2
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Advisors at this firm
Ruben R
PFS™
Bingham Farms, MI
MSP Investment Advisors, LLC
Ruben Ramirez is a financial advisor at MSP Investment Advisors, LLC with the PFS™ designation and two years of industry experience. He is also a partner at Mellen, Smith & Pivoz PLC, a public accounting firm. MSP Investment Advisors operates as a solicitor, referring primarily individual clients and certain entities to independent, SEC-registered investment advisers. The firm does not provide portfolio management or custody of assets and is notable for its affiliation with a public accounting practice.
Jeffry C
Series 65
Bingham Farms, MI
MSP Investment Advisors, LLC
Jeffry Campeau is a Series 65-credentialed financial advisor with nine years of experience at MSP Investment Advisors, LLC. He is also a partner at Mellen, Smith & Pivoz, PLC, a CPA firm where he has worked full-time since 1989. MSP Investment Advisors operates as a solicitor, referring individual clients and various entities to independent, SEC-registered investment advisers without providing portfolio management or investment discretion. The firm is notable for its affiliation with a public accounting practice and its referral-based compensation structure.
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