Prairie Ridge Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Prairie Ridge Asset Management provides ongoing discretionary portfolio management and financial planning to individuals, families, businesses, and retirement plans, and also offers project-based planning and participant-level investment advice for retirement accounts. The firm manages roughly $62.8 million for a relatively small client base and documents the scope and limitations of each engagement in writing.
Investment programs are implemented around globally diversified portfolios consistent with modern portfolio theory, primarily using mutual funds and exchange-traded funds and employing fundamental security analysis alongside market trend and economic cycle assessments. PRAM accepts discretionary authority for implementation while tailoring allocations and any client-imposed restrictions to each client’s objectives and risk profile.
The firm’s practice is notable for including pension and retirement-plan consulting and plan-level advisory services, a capability offered by only a minority of independent advisers. The principal holds CFP and CDFA professional credentials and the firm also offers employee-benefits planning and divorce-related financial analysis, services that are less common among peers of similar size.
Client services
Expertise
Fee options
Fixed fees for financial planning services quoted in advance, based on complexity
$0 - $250,000: 1.35% annually (investment management) $250,001 - $500,000: 1.20% annually (investment management) $500,001 - $750,000: 1.00% annually (investment management) $750,001 - $1,000,000: 0.80% annually (investment management) $1,000,001+: 0.60% annually (investment management) $0 - $250,000: 0.75% annually (investment planning) $250,001 - $500,000: 0.65% annually (investment planning) $500,001 - $750,000: 0.50% annually (investment planning) $750,001+: 0.40% annually (investment planning) $0 - $1,000,000: 0.75% annually (retirement plan services) $1,000,001 - $2,000,000: 0.65% annually (retirement plan services) $2,000,001+: 0.50% annually (retirement plan services)
Up to $250/hour for financial planning services
Account minimum: $750,000 Minimum fee: Minimum annual fee of $8,875 for new clients (general minimum); $7,500 minimum annual fee for retirement plan services Fee-only: Financial planning fees quoted as fixed fees or hourly rates up to $250/hour; fees are negotiable and vary by complexity
Main office
8655 College Blvd.
Overland Park KS 66210
Advisors at this office
1
Most active in
Kansas · Missouri · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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