Jesse Sell is a CFP-designated registered investment advisor at Prevail Financial Partners, LLC, based in Bayport, MN, with 31 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 70 clients with $64M 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 - $1000K | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
If a higher breakpoint is reached due to market fluctuation, the lower fee will be effective only after the total investment value remains at that higher breakpoint level for 3 consecutive months. Fees are negotiable.
Fee Estimator
Location
342 Fifth Avenue N., Suite 150, Bayport, MN, 55003
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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 →Other Business Activities
Jesse is the Treasurer/Secretary for his neighborhood Homeowners Association, West Lakeland, Minnesota, since 2022. He spends minimal time on this activity.
Employment History
Current Registrations
Prevail Financial Partners, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Piper Jaffray & CO.Broker
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.