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