Prairiewood Wealth Management provides comprehensive wealth management services, including financial planning, tax planning, and investment management, tailored to the unique goals of each client. The firm focuses on building tax-efficient, diversified portfolios using individual stocks, exchange-traded funds, and mutual funds, guided by a fundamental, value-based investment philosophy. Prairiewood Wealth Management serves individuals and families, particularly those with a net worth between $1,000,000 and $50,000,000, as well as high-earning households aiming to build long-term wealth and reduce lifetime tax burdens. In addition to wealth management, Prairiewood Wealth Management prepares tax returns, offers payroll support for select clients, and provides access to estate planning software.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range between 0.5% and 1.5% based on client complexity and portfolio size, and the average fee declines as assets increase. A minimum fee may be implemented.
