|
⚲
|
| Keyboard |
| Robert Priske LLC
✚
|
|
|---|---|
| CRD # | 108072 |
| SEC # | 801-56373 |
| CIK # | |
| AUM | 219.9 M (2026-03-06) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 7358882 |
| Address | 4211 Waialae Ave Ste 201 Honolulu, HI 96816-5312 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (3/6/2026) [Brochure] |
|---|
Item 5. Fees and Compensation
The quarterly fee is .002 of the account balance for accounts up to $2 million and discounted thereafter per the following fee-schedule:
$ 500,000 to $2,000,000 = 0.00200 per quarter
$2,000,001 to $3,000,000 = 0.00150 per quarter
$3,000,001 to $10,000,000 =0.00125 per quarter
Management fees are billed in arrears and deducted after quarter-end electronically from the investment account. Authorization for the
automatic deduction of fees from each account is contained in the custodian’s brokerage account application. Fees are separately shown
on the monthly statements from the custodian. Clients are encouraged to review each statement for accuracy.
Asset management clients are not charged fees for financial planning. For others, the rate is $400 per hour. There are no commissions.
Custodian fees may apply to brokerage activity in the accounts. These include exchange fees of generally less than $1.00 per stock trade,
money market fund expense fees, 12B-1 trail fees from mutual funds, and mark ups on bond trades.
Robert Priske LLC reserves the right to discount or waive its fees at its own discretion. Fees are exclusive of any brokerage commissions,
transaction fees, mutual fund fees and other related costs. Either party may terminate the advisory agreement upon 30 days of written
notice. Fees are not charged in the quarter of termination. |
| Account Minimums and Types of Clients — Form ADV Part 2A (3/6/2026) [Brochure] |
|---|
Item 7. Types of Clients Individuals, pension plans, trusts, and corporations seeking investment management. Accounts generally begin at $1,000,000. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 19.7 |
| (b) Individuals (high net worth individuals) | 82 | 176.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 17 | 23.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 484 | 219.9 |
| By Discretionary | ||
| Discretionary | 484 | 219.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 484 | 219.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 219.9 | |
| Total | 484 | 219.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BLVD Private Wealth LLC
✚
|
KY | 220.4 M |
|
Lovett Investment Consulting LLC
✚
|
220.3 M | |
|
Cabin Advisors LLC
✚
|
KS | 220.2 M |
|
CornerStone Enterprises LLC
✚
|
WI | 220.2 M |
|
Jericho Financial LLP
✚
|
OH | 220.0 M |
|
Clark Monroe Blackman LLC
✚
|
219.9 M | |
|
The Wealth Coach LLC
✚
|
TX | 219.6 M |
|
Wealthplans LLC
✚
|
MD | 219.6 M |
|
Copper Leaf Financial LLC
✚
|
VT | 219.6 M |
|
Newbridge Wealth Management LLC
✚
|
PA | 219.5 M |