Prairiewood Wealth Management provides wealth management services to clients, including financial planning, tax planning, and investment management. Financial planning focuses on individual goals, retirement income, Social Security strategies, and education funding. Tax planning aims to reduce current and future income taxes. Investment management builds diversified portfolios using equities, exchange traded funds, and mutual funds. Prairiewood acts as a legally required to act in your best interest and recommends investments without obligation to any specific financial institution.
Fee Structure
Prairiewood Wealth Management's investment management fees are based on a tiered schedule, typically ranging from 0.5% to 1.5% of the value of your portfolio. The specific fee is determined by the complexity of your situation, the time and effort required to serve you, and the amount of investments to be managed. In some cases, a minimum fee may be implemented if the standard percentage-based fee is deemed insufficient.
