Prairie Wealth Advisors offers investment advisory services including comprehensive portfolio management, asset management, financial planning, and pension consulting. The firm works with individuals, families, and businesses to help them meet their financial goals. Prairie Wealth Advisors may utilize Independent Money Managers.
Assets Under Management$470M
Clients388
Advisors4
Avg. per Client$1.2M
Avg. per Advisor$120M
www.facebook.com/prairiewealthadvisors ·www.linkedin.com/company/prairiewealthadvisorsinc ·www.prairiewealthadvisors.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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.
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