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Marc Livernois
29 Years of Experience
Grand Haven, MI
2 DisclosuresMay Earn CommissionSells Insurance
Marc Livernois is a registered investment advisor at Msdr Partners, LLC, based in Grand Haven, MI, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are negotiable. The total managed account fee will include MSDR’s tiered fee plus a model manager and platform fee if the SEI Investments Management Corporation’s (“SIMC”) platform is utilized (SIMC’s fee portion is non-negotiable).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Grand Haven, MI
Get directionsHistory
Regulatory History (2)
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Customer Dispute
April 2021Settled
Customer Dispute
July 2009Settled
Other Business ActivitiesSells Insurance
Marc is an owner of MSDR Partners LLC and is insurance licensed for life and health. This activity is not investment related.
Employment History
Current Registrations
Msdr Partners, LLC
September 2025 - Present · 8 mos
Previous Registrations
Epic Private Wealth
December 2020 - September 2025 · 4 yrs 9 mos
CUNA Brokerage Services, INC.
May 2015 - December 2020 · 5 yrs 7 mos
CUNA Brokerage Services, INC.Broker
May 2015 - December 2020 · 5 yrs 7 mos
MML Investors Services, LLC
December 2012 - April 2015 · 2 yrs 4 mos
MML Investors Services, LLCBroker
November 2012 - April 2015 · 2 yrs 5 mos
Cambridge Investment Research Advisors, INC.
August 2012 - October 2012 · 2 mos
MML Investors Services, LLCBroker
October 2011 - November 2011 · 1 mo
Liv INC.
June 2010 - December 2012 · 2 yrs 6 mos
Comerica Securities
October 2006 - April 2010 · 3 yrs 6 mos
Comerica SecuritiesBroker
October 2006 - April 2010 · 3 yrs 6 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - October 2006 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2004 - October 2006 · 2 yrs 9 mos
CUNA Brokerage Services, INC.Broker
September 1992 - January 1999 · 6 yrs 4 mos
W. S. Griffith & CO., INC.Broker
January 1992 - September 1992 · 8 mos
State Registrations1 state
MI
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.