Amy Mutal is a registered investment advisor at Prevail Wealth Management, based in Kirkland, WA, with 14 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 240 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prevail Wealth Management charges a percentage of your portfolio each year for investment advisory services, which includes ongoing financial planning. The annual fee generally ranges from 0.20% to 1.50%. The exact fee depends on factors like the type of client, the value of the account, and potential increases in account value. There is a $3,000 minimum annual fee. Clients with less than $200,000 under management will pay more than 1.50% annually.
Location
520 Kirkland Way, Ste 201, Kirkland, WA, 98033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy is a Managing Partner at Prevail Wealth Management, LLC, focusing on investment advice and portfolio management. This role requires a full-time commitment.
Employment History
Current Registrations
Prevail Wealth Management
Previous Registrations
Prevail Wealth Management
Prevail Wealth Management
Cutler Investment Counsel, LLC
Prevail Wealth Management
Edward Jones
State Registrations3 states
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