Sharon Adelmann
Sharon Adelmann is a CFP-designated registered investment advisor at Prairie Investment Advisors, LLC, based in Naperville, IL, with 24 years of industry experience. Sharon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 93 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M+ | 0.50% |
Fees are negotiable in certain circumstances.
Fee Estimator
Location
1813 N. Mill St., Suite G, Naperville, IL, 60563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sharon is the Vice President of Adelmann Florist Inc. This activity is not investment-related.
Employment History
Current Registrations
Prairie Investment Advisors, LLC
Previous Registrations
Prairie Financial Group Advisory Services
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.