Craig Gordon
Craig Gordon is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 5 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 822 clients with $930M 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 - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and billed monthly in advance.
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 →Other Business ActivitiesSells Insurance
Craig is an insurance agent at Prevail Strategies, LLC since 2017, offering insurance products and services. He also has a 10% ownership in Prevail Real Estate Opportunities, LLC since 2021, spending a few hours per week reviewing potential real estate transactions.
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.
Exams
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