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
10250 Regency Circle, Suite 115, Omaha, NE, 68114
Get directionsRegulatory History (4)
Customer Dispute
February 2014Employment Separation After Allegations
January 2014Regulatory
September 2013Criminal
September 2003Other Business Activities
Paula owns ILS, LLC, an entity used for tax purposes, requiring minimal time. She also serves as a board member for the Bellevue Senior Center Endowment Fund, dedicating minimal time per month to board meetings, volunteering, fund management, and budget recommendations.