Advisor at Priority Financial Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Priority Financial Partners
Location
Manhattan, KS
Credentials
CFP®, Series 63
Industry experience
9 years
One-time initial comprehensive financial planning fee ranging from $2,500 to $5,000 based on complexity
$0 - $750,000: 1.40% $750,001 - $2,000,000: 0.95% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.35% Over $10,000,000+: 0.25%
$375 per hour
Account minimum: $750,000 recommended minimum account value (waivable at discretion) Minimum fee: Minimum annual advisory fee of $10,500 ($875 per month) applies to all client relationships
Kansas State University
2019 - Present (7 years)
Texas Tech University
2018 - 2019 (1 year)
Priority Financial Partners
2017 - Present (9 years)
Kansas State University
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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