Priority Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Priority Investment Management LLC provides discretionary asset management to individuals (including high‑net‑worth clients) and business entities, delivering ongoing portfolio management, investment selection, asset allocation and monitoring. The firm documents client goals and permits written client‑imposed restrictions; it does not sponsor wrap fee programs.
Investment programs are tailored to each client’s objectives, time horizon and risk tolerance and employ a mix of fundamental, technical, charting and cyclical analysis, with strategies that may include long‑term holdings, rebalancing and tax‑loss harvesting. The advisor operates with discretionary trading authority, conducts quarterly account reviews, issues custodial statements at least quarterly and performance reports at least annually, and recently changed its fee‑billing methodology to use quarter‑end valuations.
The firm is a recently established, single‑advisor practice with modest assets under management (about $7.26 million) and a small client base (46 clients), and the principal combines a master’s degree in financial economics with prior industry experience. Notable operational distinctions include a policy of managing each account separately rather than aggregating trades, a position of not voting client proxies (clients vote their own proxies), and receipt of custodial research or other soft‑dollar benefits despite no formal soft‑dollar arrangements.
Client services
Expertise
Fee options
$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
Main office
Akron OH
Advisors at this office
1
Most active in
Ohio · Texas
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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