Bradley Lawing
Bradley Lawing is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 20 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 (10)
Regulatory
November 2017Customer Dispute
September 2017Customer Dispute
August 2017Customer Dispute
May 2017Customer Dispute
May 2017Customer Dispute
November 2016Customer Dispute
September 2016Customer Dispute
September 2016Customer Dispute
September 2015Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Bradley is a 15% owner, vice president, and insurance agent at Prevail Strategies, LLC, selling life, disability, and long-term care insurance, dedicating a few hours per week. He also owns KB Commercial, LLC and Balance Properties, LLC, both real estate ventures, and serves as treasurer for Lawing Family Foundation, spending minimal time on each.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research, INC.Broker
Lawing Financial INC
The O.N. Equity Sales CompanyBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The O.N. Equity Sales CompanyBroker
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.