Kerry Lawing
Kerry Lawing is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 36 years of industry experience. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 769 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1000K | 1.10% |
| $1000K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
4745 W. 136th Street, Leawood, KS, 66224
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2004Other Business ActivitiesSells Insurance
Kerry is the CEO of Prevail Strategies, LLC, focusing on sales and marketing of fixed insurance products, and a member and majority owner of Prevail Alternative Assets, LLC, reviewing real estate transactions; these activities each take a few hours per week. Kerry also manages several other entities, including Seabreeze One, KB Commercial LLC, DLB Opportunities LLC, Business Consulting Service LLC, and Lawing Family Foundation, dedicating minimal time to each.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
On Investment Management CO
Mason James Asset Management, INC.
Lawing Financial INC
The O.N. Equity Sales CompanyBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.