Roger Irie
Roger Irie is a registered investment advisor at Prevail Innovative Wealth Advisors, LLC, based in Leawood, KS, with 4 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
Roger is the Chief Operative Officer of Bluebird Oxygen LLC, focusing on oxygen concentrator rentals, operations, and marketing development, dedicating about a quarter of his time. He also works as an insurance agent at Prevail Innovative Wealth Strategies, offering insurance products and services to clients and prospects, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Prevail Innovative Wealth Advisors, LLC
State Registrations2 states
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