PrairieView Wealth & Tax Advisors offers personalized investment management and comprehensive financial planning services to individuals, high net worth clients, families, trusts, estates, and foundations. The firm builds customized portfolios primarily using mutual funds and exchange-traded funds, and can manage accounts on a discretionary or non-discretionary basis. PrairieView Wealth & Tax Advisors also helps clients create long-term financial plans covering retirement, education, estate, cash flow, tax needs, and insurance analysis. Additionally, some team members are licensed insurance professionals and tax practitioners who can provide separate accounting, tax preparation, and insurance services for additional fees.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
The percentage for the highest asset tier achieved applies to all managed assets. Fees for assets over $3,000,001 are negotiable. Subject to a minimum annual fee of $2,500.