River Raisin Investment Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$163,541,000
Total clients
574
15% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
287
Average account size
$284,915
About
River Raisin Investment Partners provides portfolio management and financial planning services primarily to individual and high-net-worth clients, and also works with corporations and charitable organizations. The firm generally charges asset-based advisory fees and delivers portfolio management for individuals, with written Investment Policy Statements used to document goals, tax considerations and risk tolerance.
The firm combines fundamental analysis, modern portfolio theory and technical analysis and generally manages accounts on a discretionary basis when authorized. Portfolios are constructed largely using ETFs but the firm also employs strategies that include options, margin transactions and short sales, and conducts quarterly account reviews.
River Raisin is a small advisory team that serves a relatively large client base with no stated account minimum, and it requires clients to custody assets at Schwab Institutional — arrangements from which the firm may receive research and other services. The firm’s principals are also licensed insurance producers and may recommend commissionable insurance or annuity products, a conflict of interest the brochure discloses and documents in client files; financial planning engagements are typically delivered as one‑time plans unless additional work is requested.
Client services
Expertise
Fee options
Fixed financial planning fees paid in arrears upon completion
Up to 2.50% annually
Commissions received through outside business activities for sale of investment products; commissions are not primary compensation and advisory fees are not reduced by commissions
Main office location
River Raisin Investment Partners, Inc.
230 W Front St
Monroe MI 48161, United States
Number of offices
2
Most active in
Michigan · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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