Kimberly Baker is a registered investment advisor at Prairie Wealth Advisors, INC., based in Omaha, NE. Kimberly 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 3 more. Their firm serves 388 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prairie Wealth Advisors offers two investment management services with fees based on a percentage of your portfolio's value.
Comprehensive Portfolio Management:
- First $500,000: 1.75% per year
- $500,001 to $1,000,000: 1.50% per year
- $1,000,001 to $3,000,000: 1.25% per year
- Over $3,000,000: Negotiable
Asset Management:
- First $500,000: 1.50% per year
- $500,001 to $1,000,000: 1.25% per year
- $1,000,001 to $3,000,000: 1.00% per year
- Over $3,000,000: Negotiable
These fees are billed quarterly, in advance, based on the value of your account on the last day of the previous quarter.
Location
10250 Regency Circle, Suite 115, Omaha, NE, 68114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prairie Wealth Advisors, INC.
State Registrations1 state
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