Prairieview Partners, LLC

PrairieView Partners, LLC is an independent investment advisory and financial planning firm founded in December 2007. The firm specializes in providing personalized financial planning and investment management services to individuals, trusts, retirement plans, estates, charitable organizations, and small businesses. PrairieView Partners operates on a fee-only basis, meaning they do not receive commissions for recommending investment or insurance strategies. The firm manages approximately $1.095 billion in assets as of December 31, 2024, with $1.086 billion managed on a discretionary basis. Clients of PrairieView Partners have the opportunity to place reasonable restrictions on how their accounts are managed, and the firm provides tailored financial planning services based on each client's financial objectives and risk profile. PrairieView Partners uses a disciplined investment strategy based on Modern Portfolio Theory, focusing on efficient market hypothesis and low-cost, tax-efficient asset classes like ETFs and individual bonds. The firm charges investment management fees based on a percentage of assets under management, with an annual fee ranging from 1.00% to 0.25% based on the asset tier. PrairieView Partners bills fees quarterly in advance and does not receive any portion of transaction fees charged by custodians. Clients are provided with regular reports and have access to online portfolio reports. PrairieView Partners also offers financial planning services based on a fixed fee, typically ranging from $2,500 to $5,000 depending on complexity. PrairieView Partners operates under a fiduciary duty, acting in the best interests of clients and following a Code of Ethics that addresses client confidentiality, conflicts of interest, and personal securities trading procedures. The firm provides full transparency regarding its fee structure, investment strategies, and potential risks associated with investing in the capital markets.