Advisor at MSDR Partners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MSDR Partners, LLC
Location
Grand Haven, MI
Credentials
Series 63, Series 66
Industry experience
29 years
Marc Livernois is a financial advisor at MSDR Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Epic Trust Investment Advisors, LLC and CUNA Brokerage Services, Inc. He is also licensed for life and health insurance. MSDR Partners, LLC provides portfolio management, financial planning, and retirement-plan consulting services to plan sponsors, pension and profit-sharing plans, trusts, and other institutional or high-net-worth clients. The firm combines quantitative and fundamental analysis with optimization tools and model portfolios, offering discretionary management and ERISA-focused fiduciary services.
Based on MSDR Partners, LLC
Based on MSDR Partners, LLC
Financial planning fees generally range from $1,500 to $5,000 (fixed fee)
$0 - $500,000: 1.30% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001+: 0.80%
Up to $500/hour for financial planning services
Account minimum: $250,000
Grand Haven, MI
Michigan
MSDR Partners, LLC
2025 - Present (1 year)
Epic Trust Investment Advisors, LLC
2020 - Present (6 years)
CUNA Brokerage Services, Inc
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Nunica, MI
SkySail Wealth Management LLC
Series 63, Series 66
Grand Haven, MI
Abbit Management Corp
Series 63, Series 65
Muskegon, MI
Braeburn Wealth Management, LLC
Series 65
Grand Haven, MI
Abbit Management Corp
Series 63, Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
Series 65
Grand Haven, MI
Abbit Management Corp
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")