Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.25% |
Fees negotiable for accounts over $3,000,000. This fee structure applies to Comprehensive Portfolio Management. Asset Management fees are different. Pension Consulting fees are different.
Fee Estimator
Prairie Wealth Advisors charges fees based on assets under management for portfolio and asset management services. Pension and financial planning services are charged hourly ($250/hour) or via flat fees ($1,000 - $50,000). Fees are negotiable based on various factors. The firm allows its IARs to set advisory fees within ranges provided by our firm. As a result, your IAR can charge more or less for the same service than another IAR of Prairie Wealth Advisors.
Areas of Practice
Advisor Information
Office location
8101 O Street, Suite 200, Lincoln, NE, 68510-2647
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Craig is the president of Prairie Wealth Advisors, a registered investment advisor, dedicating nearly full-time hours to this role. He also serves as treasurer for the Nebraska Big Game Society, a non-profit organization, spending minimal time on this activity and has been an insurance agent since 1994, dedicating minimal time to insurance planning.