Priority Investment Services offers investment management and financial planning services. The firm manages investments through advisory accounts at TD Ameritrade, where they buy and sell mutual funds, ETFs, stocks, and bonds based on your goals. They also offer consulting services for specific financial questions and financial planning to help you achieve your financial goals. All services are offered independently of each other.
Assets Under Management$17M
Clients29
Advisors1
Avg. per Client$580K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $20K | 1.50% |
| $20K - $300K | 1.20% |
| $300K - $500K | 1.10% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
The Client may negotiate a lower ACCOUNT FEE with the IAR based on various aspects, such as future contribution intentions, aggregating household totals, etc. IAR’s of PRIORITY have the ability to discount the fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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