P
Priority Investment Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,886,688
Total clients
29
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
29
Average account size
$582,300
About
Priority Investment Services LLC is a state-registered, single-advisor RIA that provides investment management, financial planning, and short-term consulting to individuals, businesses, retirement plans, estates and trusts. The firm reports managing roughly 29 client accounts with about $16.9 million in assets and charges asset-based advisory fees for ongoing portfolio management alongside hourly fees for planning and consulting.
The firm emphasizes long-term, tax-aware investing using primarily exchange-traded funds, individual stocks and bonds, with fundamental (bottom-up) analysis to select securities and occasional use of mutual funds for retirement accounts. Clients may authorize discretionary trading via a limited power of attorney, but the adviser’s documents also note that clients can limit or direct investments and that a consultation program exists for those who prefer to remain hands-on.
A notable feature is the owner’s parallel role in a separate real estate brokerage, which the firm discloses as a potential conflict when real estate services are recommended and estimates that a material portion of time is devoted to real estate activities. The firm also documents practices to manage conflicts (disclosure and client choice) and reviews trades regularly, reflecting a compact, owner-led practice that integrates advisory work with real estate service offerings.
Client services
Financial planning
Portfolio management
Consulting services
Fee options
$5,000 - $20,000: 1.5% $20,001 - $300,000: 1.2% $300,001 - $500,000: 1.1% $500,001 - $750,000: 1.00% $750,001 - $1,000,000: .75% $1,000,001 - $2,000,000: .50% $2,000,001 - 6 above: .40%
Up to $250 per hour, negotiable
Account minimum: $5,000
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Priority Investment Services, LLC
119 W. North County Rd., Suite #1
Freeman SD 57029, United States
Number of offices
1
Forms ADV
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