Adam Mclaughlin
Adam Mclaughlin is a registered investment advisor at River Raisin Investment Partners, INC., based in Monroe, MI, with 19 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 374 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
230 W Front St, Monroe, MI, 48161
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is involved with McLaughlin Financial Group LLC and McLaughlin Holdings LLC for tax/investment purposes. He is also an alternate board member for Monroe Charter Township Zoning Board of Appeals and a landlord for A McLaughlin Properties LLC, dedicating about 10-20% of his time to the latter.
Employment History
Current Registrations
River Raisin Investment Partners, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
World Group Securities, INC.Broker
State Registrations2 states
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.