Priority Investment Management (PIM) provides investment management services to individuals, high net worth individuals, corporations, and business entities. PIM determines investment goals, time horizons, objectives, and risk tolerance to create tailored investment strategies. Clients can impose restrictions on investments. PIM does not sponsor wrap fee programs.
Assets Under Management$4.3M
Clients20
Advisors1
Avg. per Client$220K
Avg. per Advisor$4.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.65% |
| $2.0M - $4.0M | 0.50% |
| $4M+ | 0.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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