Amy Mutal is a registered investment advisor at Prevail Wealth Management, based in Kirkland, WA, with 15 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 264 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fees generally range between 0.20% and 1.50%, subject to a $3,000 minimum annual fee. Fees are negotiable based on client circumstances and account size.
Fee Estimator
Location
520 Kirkland Way, Ste 201, Kirkland, WA, 98033
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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
Amy is a Managing Partner at Prevail Wealth Management, LLC, focusing on investment advice and portfolio management. This role requires a full-time commitment.
Employment History
Current Registrations
Prevail Wealth Management
Previous Registrations
Prevail Wealth Management
Prevail Wealth Management
Cutler Investment Counsel, LLC
Prevail Wealth Management
Edward Jones
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.
Exams
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