P
Priority Investment Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,643,380
Clients
45
9% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
45
HighAverage account size
$436,520
About
The firm serves individuals, households, retirement plans, trusts, and small businesses, managing approximately $19.6 million across roughly 44 client accounts as of December 31, 2025. Services include ongoing investment advisory accounts, hourly consulting engagements, and comprehensive financial planning.
Investment work emphasizes exchange-traded funds, individual stocks, and bonds, using fundamental (bottom-up) analysis and a long-term holding orientation to manage taxes and risk. While the adviser can accept discretionary authority through a limited power of attorney for ADVISORY accounts, the brochure also describes client-directed accounts and short-term consulting engagements, and it discloses that clients may retain control of investment decisions in many relationships.
A noteworthy feature is the adviser’s significant involvement in real estate activities: the adviser is a licensed real estate broker, operates a separate real estate business and rental/renovation activities, and allocates a substantial portion of time to real estate services. The firm discloses this affiliation and the potential conflict of interest when recommending real estate transactions, which is an uncommon combination among solo independent advisers.
Client services
Financial planning
Portfolio management
Consulting services
Expertise
Real estate investing
Income planning
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 - $10,000,000: .40% $10,000,001+: .30%
Up to $250 per hour for Financial Planning and Consulting Services, negotiable
Account minimum: $5,000
Main office location
Priority Investment Services, LLC
119 W. North County Rd., Suite #1
Freeman SD 57029, United States
Number of offices
1
Most active in
Priority Investment Services, LLC has reported serving >5 clients in these states in the last 12 months.
South Dakota
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
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