Prevail Wealth Management offers ongoing financial planning, wealth management, and investment advisory services primarily to individuals, high-net-worth families, trusts, foundations, and businesses. Founded in 2012 and based in Kirkland, Washington, Prevail Wealth Management acts as a federally registered investment advisor bound by a legal requirement to put clients' best interests first. The firm helps clients achieve their financial goals through a structured process that includes education, evaluation of resources, and the creation of custom asset allocation strategies using globally diversified portfolios, exchange-traded funds, mutual funds, stocks, and bonds. In addition to managing investment portfolios, Prevail Wealth Management provides comprehensive financial planning covering personal cash flow, taxes, risk management, retirement, and charitable giving. Clients can also access standalone financial planning on an hourly or project basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual advisory fees generally range between 0.20% and 1.50%, subject to a $3,000 minimum annual fee. Fees are negotiable based on client circumstances and account size.