Prevail Wealth Management provides personalized financial planning, wealth management, and investment advice. Prevail works with clients to understand their financial goals and create investment strategies to meet those goals. Services include financial planning, individual portfolio management, and model portfolio management. Clients can also link outside accounts for reporting purposes.
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.