Prevail Wealth Management

Prevail Wealth Management, LLC is an independent fee-only financial services firm established in 2012, headquartered in Kirkland, Washington. The firm specializes in providing ongoing personalized financial planning, wealth management, and investment advisory services primarily to individuals, high net worth individuals or families, trusts, foundations, endowments, non-profit organizations, and other business entities. As a fiduciary, Prevail acts in clients' best interests, offering services such as financial planning, investment advisory services, retirement plan advisory services, and managed variable annuities. The firm's investment strategies include asset diversification, asset allocation, and asset location strategies. Prevail manages client assets on a discretionary basis, with a total market value of regulated client assets under management reported as $214,644,813 as of March 25th, 2025. The firm's fee structure for investment advisory services generally ranges between 0.20% and 1.50%, with a minimum annual fee of $3,000. Prevail does not charge performance-based fees and does not have any reportable disciplinary events. The firm maintains an institutional relationship with Charles Schwab & Co., Inc. for custody and brokerage services, with services that benefit both clients and the firm. Prevail does not have custody of client assets but has discretion over investment decisions with client authorization. The firm also offers proxy voting services for client securities.