Priority Financial Advisors (PFA) provides ongoing portfolio management based on individual client goals and risk tolerance. PFA creates an Investment Policy Statement for each client to guide investment selection. PFA also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. PFA's investment advice is limited to mutual funds, equities, bonds, fixed income, ETFs, REITs, and insurance products including annuities. PFA also provides educational seminars and workshops.
Assets Under Management$7M
Clients12
Advisors1
Avg. per Client$590K
Avg. per Advisor$7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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