Advisor at Prairie Ridge Asset Management, LLC
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Firm
Prairie Ridge Asset Management, LLC
Location
Overland Park, KS 66210
Credentials
CFP®, Series 66
Industry experience
27 years
Amy White is a CFP® and holds a Series 66 license, with 27 years of experience in the financial services industry. She has worked at Cambridge Investment Research, Inc. and Steffes Financial, Ltd. before founding Prairie Ridge Asset Management, LLC in 2017. Amy operates as the sole advisor at Prairie Ridge, based in Overland Park, KS. Prairie Ridge Asset Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a modern portfolio theory-based investment approach focused on global diversification and fundamental analysis, and is notable for its pension consulting and retirement-plan advisory offerings.
Based on Prairie Ridge Asset Management, LLC
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
8655 College Blvd.
Overland Park, KS 66210
Kansas · Missouri · Texas
Prairie Ridge Asset Management, LLC
2017 - Present (9 years)
Steffes Financial, Ltd.
2006 - 2017 (11 years)
Cambridge Investment Research, INC.
2004 - 2017 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Overland Park, KS
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