Prairie View Wealth Partners LLC

Fee-Only (% of Portfolio)

Prairie View Wealth Partners is a registered investment advisor located in Sioux Falls, South Dakota, offering customized wealth management services to individuals, high net worth individuals, trusts, and estates. The firm focuses on continuous personal client contact, providing discretionary investment management and comprehensive financial planning. Prairie View constructs portfolios primarily using low-cost, diversified mutual funds, exchange-traded funds, and bonds tailored to each client's specific goals, risk tolerance, and time horizon. The firm applies a fundamental analysis method to long-term investment strategies while acting legally required to act in your best interest. Prairie View generally does not impose a minimum relationship size and does not charge performance-based fees.

Assets Under Management$170M
Clients42
Advisors2
Avg. per Client$4.1M
Avg. per Advisor$86M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M0.90%
$3.0M - $5.0M0.70%
$5M+0.50%

Fees may be negotiable at the sole discretion of the firm. Aggregate assets under management with the firm are taken into consideration.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Prairie View Wealth Partners LLC - Fees, AUM & Advisors | TrueAdvisor