Jesse Hernandez
Jesse Hernandez is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 29 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
Previous Registrations
Voya Retirement Advisors, LLC
Voya Financial Advisors, INC.Broker
Voya Financial Partners, LLCBroker
Voya Financial Partners, LLC
M&i Brokerage Services, INC.Broker
Umb Scout Brokerage Services, INC.Broker
Ing Financial Advisers, LLCBroker
American Century Investment Services INC.Broker
State Registrations2 states
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