Prevail Innovative Wealth Advisors, LLC
Prevail Innovative Wealth Advisors offers ongoing asset management and allocation program services, variable sub-account management for insurance contracts, and business planning services. The firm designs custom portfolios tailored to individual client goals, risk tolerance, and financial situations, and provides services on a discretionary basis where permitted. In addition to individual investment management, Prevail Innovative Wealth Advisors assists corporate retirement plan sponsors and offers business planning services such as business valuation, value acceleration, restructuring reviews, and succession planning. The firm also maintains affiliations with entities providing real estate investment opportunities and insurance products.
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 - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Fees are negotiable and billed monthly in advance.