Prairie Advisory offers ongoing investment management and financial planning services. Investment management involves making investment decisions and providing ongoing monitoring. Financial planning includes advice on education funding, retirement, estate planning, risk management, employee benefits, and taxes. Services are tailored to each client's needs. Prairie Advisory also provides retirement plan services to businesses.
Assets Under ManagementN/A
ClientsN/A
Advisors9
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are either asset based up to 1.50% or a fixed amount depending on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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