Robert Priske, LLC is an independent investment advisory firm providing investment services and financial planning to individuals, pension plans, trusts, and corporations. Robert Priske, LLC manages client portfolios to align with their investment objectives and risk tolerance, investing in low-cost mutual funds and exchange traded funds. Personal financial planning advice is offered at no additional cost to asset management clients.
Assets Under Management$220M
Clients161
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.50% |
| $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
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Estimated Annual Fee
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