Michael Finnegan is a CFA-designated registered investment advisor at Prairie Wealth Advisors, INC., based in Lincoln, NE, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 389 clients with $560M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees are negotiable for accounts over $3,000,000. Schedule reflects Comprehensive Portfolio Management rates; Asset Management rates are 0.25% lower across tiers. Firm also offers annual flat fees ranging between 0.50% and 1.25%.
Fee Estimator
Location
8101 O Street, #200, Lincoln, NE, 68510
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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 →Employment History
Current Registrations
Prairie Wealth Advisors, INC.
Previous Registrations
Princor Financial Services Corporation
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.
Exams
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