PrairieView Partners, LLC
PrairieView Partners, LLC is a locally owned, independent, fee-based, integrated personal wealth management firm in St. Paul, Minnesota, serving individuals and families in the Twin Cities, across greater Minnesota, and in a number of states.
PrairieView Partners was established to fulfill a purpose that was not, in our view, being adequately met in the marketplace. Individuals with net worths between $1 million and $10 million, our target market, have a multitude of needs related to investing, retirement planning, estate planning, taxation, education planning, charitable giving, and risk management. While there are many qualified professionals able to give expert guidance in one or two of these areas, what is too often lacking is coordination.
Providing highly personalized, unbiased, advice that is truly integrated across multiple disciplines is at the core of PrairieView Partner’s business philosophy. The goal is to serve as the central point of communication for our clients – to thoroughly understand their situation and objectives and to make sure their investment, retirement planning, estate planning, tax, insurance, and other financial needs are being appropriately met.
Hourly Planning: Not Currently Offered
Minimum Fee/Portfolio: Applies in most cases ($5,000 annual fee/$500,000 portfolio)