Advisor at Priority Investment Management LLC
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Firm
Priority Investment Management LLC
Location
Akron, OH
Credentials
Series 65
Industry experience
11 years
Peter Laakso is a financial advisor at Priority Investment Management LLC in Akron, OH, holding a Series 65 credential with 11 years of industry experience. He previously worked for Meridian Capital Management Group, Inc. for 10 years and was self-employed for six years. Priority Investment Management LLC offers discretionary asset management and portfolio management services to individuals, corporations, and business entities. The firm employs multiple analytical methods and generally pursues long-term purchase strategies with periodic rebalancing and tax-loss harvesting during quarterly reviews.
$0 - $1,000,000: 0.75% annually $1,000,000.01 - $2,000,000: 0.65% annually $2,000,000.01 - $4,000,000: 0.50% annually $4,000,000.01+: 0.25% annually
Minimum fee: $150 minimum annual advisory fee Fee-only: Annual advisory fees based on tiered percentage of assets under management; minimum $150 annual fee
Akron, OH
Ohio · Texas
Priority Investment Management LLC
2024 - Present (2 years)
Priority Investment Management LLC
2024 - Present (2 years)
Meridian Capital Management Groupd, Inc.
2014 - 2024 (10 years)
Meridian Capital Management Group, Inc.
2014 - 2024 (10 years)
SELF-EMPLOYED
2010 - 2016 (6 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Akron, OH
Alpha Asset Management
CFP®
Uniontown, OH
Hyland Wealth Management LLC
Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.
Series 66
Akron, OH
Fortifi Capital, LLC
CFA®, Series 65, Series 66
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Summit Investments and Financial Planning
Series 63, Series 65
Silver Lake, OH
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CFP®, Series 66
Copley, OH
Forward Thinking Wealth Management
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