Prevail Financial Partners, LLC
Firm details
- Headquarters
- Bayport, Minnesota
- CRD number
- 299552
- Website
- www.prevailfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.27%
- Individuals23.73%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Prevail Financial Partners, LLC is an independent, individually owned advisory firm serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of assets-under-management fees, hourly fees, and fixed fees. Prevail does not operate as a capital allocator to third‑party alternative fund managers and does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents9%
- Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
1 of 1
Jesse Sell
Managing PrincipalCRD 2221965
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Bayport, MN
Washington
Location
Bayport, MN
Headquartered in Bayport, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Washington
- Address
- 342 5th Ave N
- Time zone
- CT (UTC-6)
- Office locations
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