Plains Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$24,169,378
Total clients
50
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$483,388
Client services
Fee options
Fixed fees for financial planning and consulting services generally $500 to $10,000
$0 - $500,000: 1.500% $500,001 - $1,000,000: 1.250% $1,000,001 - $2,000,000: 0.900% $2,000,001 - $5,000,000: 0.750% $5,000,001+: 0.500%
Financial planning and consulting services at $300 per hour
Account minimum: $250,000 Minimum fee: Minimum fees generally $500 for financial planning and consulting services Fee-only: Financial planning and consulting services charged hourly ($300/hour) or fixed fee ($500 - $10,000)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Plains Advisory LLC
1004 N. Diers Ave, Ste 316
Grand Island NE 68803, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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