Prairie Investment Advisors, LLC logo

Prairie Investment Advisors, LLC

Updated today

Client AUM

$102,961,827

Clients

93

Advisors

1

of 2 employees

About

Prairie Investment Advisors, LLC provides discretionary portfolio management, ongoing life‑planning, and financial planning retainer services to individuals as well as to trusts, estates, retirement plans, charitable organizations, and business entities. The firm also assists clients in selecting third‑party investment managers and offers consulting on specific financial matters such as 401(k) reviews and cash‑flow analysis.

Its investment process uses a mix of modern portfolio theory, fundamental and cyclical analysis, and both long‑term and occasional short‑term trading, with portfolios tailored to each client’s stated objectives and risk tolerance and reviewed at least quarterly. The firm may implement model portfolios and allocates to outside tactical managers when appropriate, monitoring those third‑party advisers on a regular basis.

Prairie is notable for managing over $100 million for roughly 90 clients while operating with a single designated advisor, and for routinely working with non‑traditional investments — including real estate private placements, 1031/1035 exchanges, raw land, precious metals, and oil and gas interests — where it assists with due diligence, paperwork, and acts as a liaison with sponsors. The firm integrates life planning into its ongoing services rather than charging separately for that component, can effect third‑party wire transfers on client accounts, and generally does not vote client proxies.

Client services

Financial planning Portfolio management Selection of other advisers Life planning services

Expertise

Charitable giving & philanthropy Gifting strategies Real estate investing

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Fee options

Fixed

Negotiated fixed fees for consulting services; retainer fees billed quarterly in advance

Percentage

$0 - $500,000: 2.0% of assets managed $500,001 - $1,500,000: 1.5% of assets managed $1,500,001+: 0.5% of assets managed

Project-based

$75-$250 per hour depending on service and personnel

Other

Account minimum: $250,000

Main office

1813 N. Mill St., Suite G

Naperville IL 60563

Advisors at this office

1

Most active in

Illinois · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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