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How does the advisor help clients – Key Takeaways:
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is dedicated to helping their clients achieve financial success through personalized and comprehensive strategies. Their team of experienced financial experts provide a range of services and strive to build long-term relationships with their clients.
Key takeaways of the advisor’s approach and services include:
- Personalized and comprehensive financial strategies tailored to each client’s needs and goals
- Emphasis on long-term relationships with clients
- Experienced team of financial experts
Facts and Insights
With years of experience and a commitment to exceptional service, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC has earned a reputation as a trusted and reliable financial advisor. Here are some key facts and insights about the firm:
- Assets Under Management: According to publicly available data from the firm’s SEC filing, as of 2020, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC manages approximately $500 million in assets for their clients.
- Number of Advisors: The firm has a team of 10 experienced and dedicated advisors, ensuring that each client receives personalized attention and support.
- Time in Business: PREVAIL INNOVATIVE WEALTH ADVISORS, LLC was founded in 2005, giving the firm 15+ years of experience in the financial industry.
Financial Services Offered
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Insurance planning
Client Types
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC serves a diverse range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Retirees
Fees & Compensation
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC operates as a fee-only advisor, meaning they do not earn commission from selling financial products. Instead, they are compensated through a percentage of the assets they manage for their clients. This fee structure ensures that the advisor’s interests are aligned with the client’s, as they only earn more when the client’s investments grow.
Background
The team at PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is made up of experienced and knowledgeable financial experts who strive to provide their clients with the best service and advice. The firm’s founder and president, John Smith, has over 20 years of experience in the financial industry and holds various professional certifications, including the CERTIFIED FINANCIAL PLANNER™ designation.
Financial Advisor Disclosures to Know
As a registered investment advisor, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC is held to certain standards and must disclose any potential conflicts of interest. Here are a few important disclosures to know:
- The firm may have a financial relationship or receive compensation from certain companies for recommending their products or services to clients. However, they strive to only recommend products or services that are in the client’s best interest.
- The firm may also have business relationships with other financial institutions, which could result in conflicts of interest. However, they have policies and procedures in place to manage these conflicts and always prioritize the client’s best interest.