Gerard Quinn is a CFP-designated registered investment advisor at Prairieview Wealth & Tax Advisors, based in Frankfort, IL, with 11 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 288 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees negotiable for accounts over $3,000,001.
Fee Estimator
Location
28 W Nebraska St, Frankfort, IL, 60423
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
Gerard is the Head of Financial Planning at Focus Forward, working from home and providing financial planning support to RIA firms. This role takes about a quarter of his time.
Employment History
Current Registrations
Prairieview Wealth & Tax Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Fsc Securities CorporationBroker
Fsc Securities Corporation
Mgo One Seven
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan StanleyBroker
State Registrations1 state
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