| 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 amounts over $3,000,000. This schedule applies to Comprehensive Portfolio Management. Asset Management fees are slightly lower: 1.50% on the first $500,000, 1.25% for $500,001-$1,000,000, and 1.00% for $1,000,001-$3,000,000, negotiable above $3,000,000.
8101 O Street, Suite 200, Lincoln, NE, 68510-2647
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Craig is the president of Prairie Wealth Advisors, a registered investment advisor, dedicating nearly full-time hours to this role. He also serves as treasurer for the Nebraska Big Game Society, a non-profit organization, spending minimal time on this activity and has been an insurance agent since 1994, dedicating minimal time to insurance planning.