Priad Investment Advisers offers investment advice to clients, but clients make all investment decisions themselves. Priad provides advice on the investment, sale, and reinvestment of client funds held in brokerage accounts. Clients provide Priad with information about their financial situation and investment goals, and Priad provides recommendations, which clients can accept or reject.
Assets Under Management$4.3M
Clients2
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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