Robert Priske, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$196,600,000
Clients
144
Advisors
1
of 2 employees
About
The firm provides investment management and financial planning to individuals, pension plans, trusts and corporations, typically working with larger accounts (accounts generally begin at $1,000,000) and managing roughly 144 client relationships. It operates as a fee-only advisory firm with about $220 million in assets under management and is run by a single advisor.
Investment decisions rely on fundamental, technical and cyclical analyses and combine long-term holdings with more active strategies, including short sales, margin trading, options, and the use of low-cost mutual funds and ETFs; the firm may also incorporate cryptocurrency ETFs at a client’s request while not managing individual cryptocurrency accounts. Portfolios are rebalanced as circumstances change, the advisor has limited discretionary trading authority, and tax-saving strategies are used alongside household account consolidation for billing.
Notable features include the combination of a single-advisor structure with AUM above $200 million and the provision of financial planning to asset management clients at no additional charge. The firm discloses participation in custodian-provided services and occasional soft-dollar benefits, permits personal trading subject to controls intended to protect clients, and maintains documented cyber-security measures and cyber insurance.
Client services
Expertise
Fee options
$0 - $499,999: Not stated explicitly, but implied no management fee or not accepted $500,000 - $2,000,000: 0.00200 per quarter (0.8% annually) $2,000,001 - $3,000,000: 0.00150 per quarter (0.6% annually) $3,000,001 - $10,000,000: 0.00125 per quarter (0.5% annually)
$400 per hour for financial planning if not an asset management client
Account minimum: $500,000 Fee-only: Fee-only advisor, no commissions
Main office
4211 Waialae Ave Ste 201, Kahala Office Tower
Honolulu HI 96816-5312
Advisors at this office
1
Most active in
Hawaii
Also doing business as
Priske Robert · Priske Robert Daniel · Robert Priske, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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.
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