Prevail Innovative Wealth Advisors, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Prevail Innovative Wealth Advisors manages investment portfolios and offers financial consulting services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Financial consulting is limited to clients already using their asset management services. They also offer retirement plan services to plan sponsors and participants.
Assets Under Management$820M
Clients769
Advisors31
Avg. per Client$1.1M
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
31 Advisors at this firm
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