Prairie Rivers Investments, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Prairie Rivers Investments, located in Robinson, IL, offers investment management and financial planning services. They work with high-net-worth individuals, institutions, charitable organizations, employer-sponsored retirement plans, families, trusts, and estates. Services include investment analysis, allocation, and ongoing monitoring. They also offer financial planning covering estate, tax, charitable giving, cash flow, and wealth transfer objectives. Prairie Rivers Investments also provides consulting services for employer-sponsored retirement plans and endowments.

Assets Under Management$220M
Clients293
Advisors3
Avg. per Client$740K
Avg. per Advisor$72M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Prairie Rivers Investments charges an annual fee based on a percentage of the assets they manage. The exact percentage depends on the service level you choose (Bronze, Silver, Gold, or Platinum). The maximum annual advisory fee is 1.50% of your portfolio. For portfolios with certificates of deposit, the fee is 0.15% annually on the CDs. Fees are billed quarterly in arrears, based on the average daily balance of your account during the billing period. The firm may make exceptions to the standard fee schedule.

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Location

3 Advisors at this firm