Andy Holmes
Andy Holmes is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 3 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 (1)
Criminal
July 2009Other Business Activities
Andy is a partner and Vice President in Krandyland LLC DBA The Inspection Boys of KC, a residential home inspection business, spending a few hours per week on branding, pricing, and networking. Andy is also an ambassador for Sunday Swagger, an apparel company, spending minimal time sharing pictures of their shirts on social media for commission.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.