Prevail Financial Partners offers investment advice tailored to clients' needs, including asset allocation strategies for investments like stocks, bonds, and mutual funds. They also provide financial planning consulting services, such as risk assessment, investment planning, and estate planning. Prevail Financial Partners works with individuals and high net worth individuals.
Assets Under Management$64M
Clients70
Advisors1
Avg. per Client$910K
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
If a higher breakpoint is reached due to market fluctuation, the lower fee will be effective only after the total investment value remains at that higher breakpoint level for 3 consecutive months. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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