Prairie View Financial LLC is a Kansas-based registered investment advisor founded and solely owned by Marcelo Neufeld. The firm offers both discretionary portfolio management and non-discretionary investment advisory services to individuals, families, joint account owners, high-net-worth individuals, trusts, estates, and businesses. Instead of charging fees based on a percentage of your portfolio, Prairie View Financial uses a flat-fee compensation model. For discretionary management, the firm utilizes tiered flat annual fees ranging from $600 for portfolios up to $50,000 to $50,000 for portfolios over $50 million. For non-discretionary services, the firm offers a fixed annual fee of $400, where clients retain sole responsibility for executing trades. Prairie View Financial primarily uses exchange-traded funds and mutual funds, focusing on long-term investment strategies such as asset allocation, diversification, and periodic rebalancing. The firm does not provide comprehensive financial planning, tax preparation, legal advice, accounting, estate planning, or insurance consulting services.
Fee Structure
Prairie View Financial charges a flat annual fee based on the size of your portfolio rather than a percentage of your investments. The annual fees are structured into tiers:
- $0 to $50,000 — $600 per year
- $50,001 to $250,000 — $1,200 per year
- $250,001 to $1,000,000 — $3,000 per year
- $1,000,001 to $10,000,000 — $7,500 per year
- $10,000,001 to $50,000,000 — $25,000 per year
- Greater than $50,000,000 — $50,000 per year
These discretionary management fees are billed quarterly in advance and generally deducted directly from your account. The firm also offers a non-discretionary advisory service (Tier 0) for a fixed annual fee of $400.