Priority Financial Partners specializes in providing personalized financial planning and investment management services. They work with clients to establish financial goals, analyze their financial situation, and develop a plan to achieve their objectives. Their services include cash flow and debt management, college savings, employee benefits optimization, estate planning, risk management, investment analysis, retirement planning, and tax planning strategies. They also offer hourly financial planning services.
Assets Under Management$100M
Clients84
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management
Minimum Annual Fee:$10,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.40% |
| $750K - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
A minimum annual advisory fee of $10,500 ($875 per month) applies to all client relationships. The client fee will not exceed 2% of the client’s assets under management. All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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