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Raider Dennis Agency

Updated today

Total assets under management

$55,331,436

Total clients

165

6% high-net worth

Total advisors

3

of 3 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

55

Average account size

$335,342

About

Raider Dennis Agency serves individual investors, including high‑net‑worth clients, providing asset and portfolio management through a wrap‑fee platform and model portfolios. The firm also offers insurance products and related services alongside its advisory work.

Investment advice is delivered primarily through third‑party model managers accessed via the AE Wealth Management platform, with the firm conducting due diligence on managers, monitoring performance, and rebalancing as appropriate. Accounts are managed on a largely non‑discretionary basis, so client approval is generally required before trades are executed, and reviews are performed at least annually.

Distinctive features include the firm’s origin as an insurance agency (founded in 1972) and its continued activity as licensed insurance agents and registered representatives, including facilitating life settlements and receiving commissions for insurance sales, which the firm discloses as a potential conflict of interest. The combination of a concentrated non‑discretionary asset base (about $55.3 million reported), reliance on a bundled wrap program through AE Wealth, and ongoing insurance brokerage activities differentiates it from many similarly sized peers.

Client services

Portfolio management Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000+: 0.90%

Other

Account minimum: $250,000 (may be negotiable)

Main office location

Raider Dennis Agency

32770 Grand River Ave, Suite B200

Farmington MI 48336, United States

Number of offices

1

Most active in

Florida · Michigan

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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