Andrew Stafford
Andrew Stafford is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 12 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
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
Andrew is the President, 15% owner, and insurance agent for Prevail Strateges LLC since 2013, dedicating minimal time to investment-related activities. He also has ownership stakes in A2BC, LLC, The Unicorn Group, LLC (Kansas and Missouri entities), and PIWA-II, LLC, with minimal or no time commitment to these ventures.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
Previous Registrations
Lawing Financial INC
Cambridge Investment Research, INC.Broker
State Registrations3 states
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