Prairie Advisory, LLC offers ongoing portfolio management and financial planning services to individuals, families, and businesses. The firm builds globally diversified portfolios using fundamental security analysis, market trends, and economic cycles, primarily utilizing exchange-traded funds and mutual funds. In addition to investment management, Prairie Advisory provides comprehensive financial planning covering areas such as education funding, retirement planning, estate planning, risk management, employee benefits planning, and tax planning. The firm operates with a client-tailored approach, establishing customized investment strategies and discretion based on individual goals and risk tolerances. Prairie Advisory is legally required to act in your best interest as a registered investment advisor and retirement plan fiduciary.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable up to 1.50% annually or can be structured as a fixed amount depending on the level of service, managed assets, and engagement complexity.