Prairieview Partners, LLC
Assets Under Management
$1.1B
Number of Clients
482
Number of Advisors
N/A
Average Client AUM
$2.3M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
PrairieView Partners, LLC (PVP) offers personalized financial planning and investment management to individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. PVP is a fee-only firm and does not receive commissions. They coordinate with other professionals at the client's request.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
PVP may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
PVP charges an annual fee based on a percentage of assets under management, as detailed in the fee table. In some cases, a fixed quarterly fee may be negotiated. Financial planning services are typically covered by the investment management fees. Standalone financial plans range from $2,500 to $5,000, based on complexity. The minimum account size is $500,000, equating to a $5,000 annual fee, but this may be waived at PVP's discretion.
Areas of Practice
Location
2250 Town Square Tower, 445 Minnesota Street, St. Paul, MN, 55101