Prairie Investment Advisors, LLC, based in Naperville, IL, offers continuous life planning and portfolio management services. Life planning covers financial plan monitoring, portfolio reviews, real estate holdings, charitable giving, gift planning, business consulting, and life transition issues. Portfolio management is tailored to individual needs, with discretionary authority to manage accounts. The firm may refer clients to third-party investment advisors.
Assets Under Management$100M
Clients93
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.5M | 1.50% |
| $1.5M+ | 0.50% |
Fees are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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