Marcelo Neufeld is a registered investment advisor at Prairie View Financial LLC, based in Montezuma, KS. Marcelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Prairie View Financial charges a flat annual fee based on the size of your portfolio rather than a percentage of your investments. The annual fees are structured into tiers:
- $0 to $50,000 — $600 per year
- $50,001 to $250,000 — $1,200 per year
- $250,001 to $1,000,000 — $3,000 per year
- $1,000,001 to $10,000,000 — $7,500 per year
- $10,000,001 to $50,000,000 — $25,000 per year
- Greater than $50,000,000 — $50,000 per year
These discretionary management fees are billed quarterly in advance and generally deducted directly from your account. The firm also offers a non-discretionary advisory service (Tier 0) for a fixed annual fee of $400.
Location
Montezuma, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Prairie View Financial LLC
State Registrations1 state
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