Assets Under Management
$472.2M
Number of Clients
388
Number of Advisors
3
Average Client AUM
$1.2M
AUM per Advisor
$157.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Prairie Wealth Advisors offers comprehensive portfolio management, asset management, financial planning, and pension consulting. They tailor advice to individual client needs and allow reasonable investment restrictions. Fees are negotiable based on various factors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees negotiable for amounts over $3,000,000. This schedule applies to Comprehensive Portfolio Management. Asset Management fees are slightly lower: 1.50% on the first $500,000, 1.25% for $500,001-$1,000,000, and 1.00% for $1,000,001-$3,000,000, negotiable above $3,000,000.
10250 Regency Circle, Suite 115, Omaha, NE, 68114