Prevail Wealth Management
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About
Prevail Wealth Management provides personalized financial planning and ongoing wealth and investment advisory services to individuals (including high-net-worth clients), families, trusts, foundations, non-profits, and business entities. The firm’s services described in the brochure include comprehensive financial planning, individual portfolio management, Prevail Select model portfolios, retirement-plan consulting and ERISA fiduciary services, managed variable annuity sub-accounts, limited hourly engagements, and account-aggregation reporting.
Prevail operates as a fee-only fiduciary and generally manages client accounts on a discretionary basis using written Investment Policy Statements and balanced model portfolios with equity exposures that typically range from 0% to 90%. The firm emphasizes diversified allocations implemented largely with ETFs, index and mutual funds, and applies asset-location and tax-aware practices (including combining related accounts) to seek improved after-tax outcomes; accounts are reviewed at least quarterly.
Noteworthy in the brochure is the concentration of responsibility: Prevail reports approximately $260.8 million in assets under management and serves roughly 264 clients under one primary advisor, a client count and AUM-per-advisor profile that is uncommon among supported firms. The firm also highlights ERISA 3(38) retirement-plan services, management of VA sub-account model portfolios, and institutional custody relationships (including Schwab and TradePMR) with disclosures about custodial services and related benefits.
Client services
Expertise
Fee options
Typically $250.00 per hour for standalone financial planning services, negotiable
Account minimum: $3,000 minimum annual fee Minimum fee: Minimum annual fee of $3,000 for investment advisory services Fee-only: Fee-only advisory firm, compensated solely by its Clients; no commissions or other third-party compensation
Main office
520 Kirkland Way, Ste 201
Kirkland WA 98033
Advisors at this office
1
Most active in
Arizona · Texas · Washington
Also doing business as
Prevail Wealth Management · Prevail Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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