PrairieView Wealth & Tax Advisors provides personalized financial planning and investment advisory services. Financial planning covers retirement, education, estate, cash flow, tax, and insurance needs. Investment management is offered on both discretionary and non-discretionary bases, using mutual funds, ETFs, equities, bonds, REITs, and variable annuities. PrairieView may recommend external money managers. They can also implement investment advice for held-away accounts like 401(k)s, but do not charge a fee for these.
Assets Under Management$210M
Clients288
Advisors4
Avg. per Client$720K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
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 range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees negotiable for accounts over $3,000,001.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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