Great Plains Advisory Services manages investment portfolios based on clients' individual needs and goals. They gather information through meetings and questionnaires to develop a personalized portfolio using strategies like asset allocation and portfolio monitoring. Investments may include stocks, bonds, mutual funds, and exchange-traded funds. For qualified clients, they may also use alternative investments. Great Plains also offers consulting services on insurance, retirement plans, and investment account analysis.
Assets Under Management$61M
Clients174
Advisors2
Avg. per Client$350K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable solely at the discretion of a firm principal.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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