Prevail Financial Partners is a registered investment advisor based in Bayport, Minnesota, owned and operated by Jesse Sell. The firm provides tailored investment advisory and financial planning services primarily to individuals and high-net-worth individuals. Prevail Financial Partners operates on a non-discretionary basis, meaning the firm must obtain client consent before executing any trades in a portfolio. Investment strategies incorporate asset allocation, dollar-cost averaging, technical analysis, and long- or short-term purchases, with portfolios held at Charles Schwab & Co. In addition to managing investments, Prevail Financial Partners offers financial planning consulting covering risk assessment, investment planning, estate planning, and financial organization. The firm does not charge performance-based fees and maintains a minimum account size of $250,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.15% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.70% |
Fees are assessed monthly in arrears. If a higher breakpoint is reached due to market fluctuation, the lower fee takes effect only after the portfolio remains at that level for 3 consecutive months. Fees are negotiable.