RP
RP

Robert Priske

7 Years of Experience
Honolulu, HI

Robert Priske is a registered investment advisor at Robert Priske, LLC, based in Honolulu, HI, with 7 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 161 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
161 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$219.9M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M0.80%
$2.0M - $3.0M0.60%
$3.0M - $10.0M0.50%
$10M+0.50%

Robert Priske LLC reserves the right to discount or waive its fees at its own discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4211 Waialae Ave Ste 201, Kahala Office Tower, Honolulu, HI, 96816-5312

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Robert Priske, LLC
March 2018 - Present · 8 yrs 2 mos
State Registrations1 state
HI
Advisor

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.

Exams
No exam information available for this advisor.