Assets Under Management
$1.1B
Number of Clients
482
Number of Advisors
N/A
Average Client AUM
$2.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
PrairieView Partners provides personalized financial planning and investment management to individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. They are a fee-only firm and do not receive commissions. Investment advice is tailored to client goals and risk profiles.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
PVP, in its sole discretion, may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
2250 Town Square Tower, 445 Minnesota Street, St. Paul, MN, 55101