Prairie Wealth Advisors, INC.

Assets Under Management

$472.2M

Number of Clients

388

Number of Advisors

3

Average Client AUM

$1.2M

AUM per Advisor

$157.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Prairie Wealth Advisors offers comprehensive portfolio management, asset management, financial planning & consulting, and pension consulting. They tailor advice to individual client needs and allow reasonable investment restrictions. The firm manages both discretionary and non-discretionary assets.

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$1,000 - $10,000
Hourly Rate:$250/hr

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
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Location

10250 Regency Circle, Suite 115, Omaha, NE, 68114

3 Advisors at this firm