Brett Nelson
Brett Nelson 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 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. 136 Street, Leawood, KS, 66224
Get directionsHistory
Regulatory History (2)
Regulatory
February 2015Employment Separation After Allegations
September 2014Other Business ActivitiesSells Insurance
Brett works as an insurance agent at Prevail Strategies, LLC since 2019, offering insurance products and services. This investment-related activity takes nearly full-time hours daily during trading hours.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.