4200 Somerset Dr
Suite 217
Prairie Village, KS 66208
913-385-5523
Connect with AlexFirm Start Year
2012
No.of Employees
5-9
CRD#
4934721
Firm CRD#
273039
Insurance License#
We do not sell insurance, but we advise.
Name of Broker/Dealer
Alexander M. Petrovic, III
Name of Custodial Firm
Raymond James
States Licensed in
KS & MO
Years of Experience in Financial Services
17
Number of Years with Current Firm
17
Work Experience
Prior to his financial planning career, Alex worked for The Boeing Company in Seattle as a lead financial analyst and as a U.S. Peace Corps volunteer in the Ukraine. In 2005, he returned home to Kansas City and joined his father's financial services firm. They worked together for 12 years (until his father's passing) delivering financial planning and investment management services to their clients.
Work with the following types of clients
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management, Retirement Planning, Financial Planning, Estate Planning & Trusts, Investment Advice & Management
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66
Firm's Number of Clients
160
Firm's Number of Planning Clients
100
Firm's Number of Managed Clients
160
Assets Managed by Firm
$162,000,000
Advisor's Number of Clients
160
Advisor's Number of Managed Clients
160
Advisor's Number of Planning Clients
100
Assets Managed by Advisor
$162,000,000
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Flat Fee
Fee % Based on Assets
1.00%
Hourly Rate
N/A
Additional Details on Charges
We normally charge about 1% for the first million of assets and less for assets over one million, We also manage smaller portfolios for Young Professionals and our client's children.
Minimum Fee Charged for Managed Accounts
N/A
Minimum Fee Charged for Hourly Planning Accounts
N/A
Bachelor of Science - Finance with a Minor in Economics
Truman State University
09/01/1994 - 06/15/1998
https://www.petrovicfinancial.com/
Petrovic Financial Services is an independent SEC Registered Investment Advisory firm. Petrovic Financial Services and its representatives do not provide tax or legal advice, and nothing herein should be construed as such. Always consult with your tax advisor or attorney regarding your specific circumstances.