MSDR Partners provides investment management based on your goals, risk tolerance, and financial situation. MSDR may recommend third-party sub-advisors. MSDR also offers financial planning services covering income, social security, retirement planning, and pension plan reviews. MSDR also provides retirement plan services to retirement plan sponsors and individual participants.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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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