Msdr Partners, LLC

Overview

Msdr Partners, LLC is an independent, Michigan-based limited liability company that provides wealth advisory and financial planning services to individuals and families. The firm operates as a capital allocator, selecting third‑party managers on behalf of clients and offering portfolio management, financial planning, and selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees, allowing flexibility for different client engagements. Advisory activities listed by the firm cover financial planning, portfolio management for individuals and small businesses, pension consulting-related work, and manager selection. The firm reports an owner-type of "individual" and is structured to serve a concentrated client base rather than a broad multistate footprint.

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