Gary Bratton
Gary Bratton is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 4 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)
Criminal
May 1988Other Business ActivitiesSells Insurance
Gary works as an insurance agent at Prevail Innovative Wealth Strategies since 2017, spending nearly full-time hours offering insurance products. He also works as an insurance agent at Netstreet Brokerage since 2008, dedicating a few hours per week to offering insurance products.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
State Registrations2 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.