AlexPetrovic- Financial Advisor Prairie Village, KS

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About Alex Petrovic

We're a full-service firm offering investment management and financial planning services. This includes retirement planning, tax strategies, and insurance and estate planning. We offer personalized service and customized investment and financial planning designed for your unique situation.

Our clients include corporate executives, business owners, retirees, and people who are planning to retire well. Our clients also include multiple generations of several families.

We differ from many advisers because we're a fee only fiduciary firm. Fee only means we do not accept commission compensation since we do not sell products such as insurance or annuities. As a fiduciary, we are always legally bound to put your interests first and disclose any conflicts of interest.

See Disclosures

General Information

Firm Start Year

2012

No. of Employees

CRD#

4934721

Firm CRD#

273039

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

Number of Years with Current Firm

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

Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs

Foreign Languages Serviced

English

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting

Compliance

Registered Investment Advisor

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®

Securities Licenses

Series 66

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$162,000,000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$162,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

1.00%

Hourly Rate

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

Minimum Fee Charged for Hourly Planning Accounts

Education

Bachelor of Science - Finance with a Minor in Economics

Truman State University
09/01/1994 -06/15/1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://www.petrovicfinancial.com/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888671/paladinregistry-Petrovic-Financial-Services-detailed-disclosure.html

Disclaimer

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.

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Alex Petrovic

Petrovic Financial Services