Prairie Rivers Investments, LLC logo

Prairie Rivers Investments, LLC

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Total assets under management

$216,155,911

Total clients

282

12% high-net worth

Total advisors

3

of 5 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

94

Average account size

$766,510

About

Prairie Rivers Investments provides portfolio management, financial planning, and consulting to individuals (including high‑net‑worth clients) as well as institutions such as endowments, charitable organizations, trusts and employer‑sponsored retirement plans. The firm offers discretionary and non‑discretionary investment management alongside specialized consulting services for retirement plans and endowments.

The firm follows a goals‑based, long‑term buy‑and‑hold approach with periodic rebalancing, combining institutional share‑class mutual funds, ETFs, and individual equities and fixed‑income securities; it uses third‑party tools such as Nitrogen for risk profiling and ORION for performance reporting. Prairie Rivers also offers third‑party manager selection and acts as an intermediary between clients and selected managers as part of its program offerings.

Distinctively for a supported firm, Prairie Rivers sponsors its own wrap fee program and structures relationships that extend to other investment adviser clients through third‑party manager and program arrangements. It also operates a tiered service model that includes Platinum‑level offerings such as family office services, charitable giving reviews, and trust consulting, alongside ongoing fiduciary support for employer plans and endowment governance.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

Financial planning fixed fees ranging from $500 to $25,000; Employer Sponsored Plan consulting fixed fees $5,000 to $35,000; Endowment consulting fixed fees $2,000 to $20,000; Long Term Care planning fixed fees $300 to $1,000.

Percentage

$0+: Up to 1.50% annually (maximum) for assets under management; fees may be negotiated and vary based on account size, complexity, and services selected $0+: 0.15% annual fee on certificates of deposit (CDs)

Project-based

Financial planning hourly rate up to $400 per hour; consulting hourly rate up to $500 per hour; Long Term Care planning hourly rate up to $150 per hour.

Other

Account minimum: $100,000 Fee-only: Financial planning fees: fixed fees ranging from $500 to $25,000; hourly fees up to $400 per hour. Consulting fees: hourly up to $500 per hour or fixed fees depending on service.

Disclosures

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

Business activities & affiliations

Main office location

Prairie Rivers Investments, LLC

1507 West Main St.

Robinson IL 62454, United States

Number of offices

1

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