Alex Petrovic
Petrovic Financial Services
4200 Somerset Dr
Suite 217
Prairie Village, KS 66208
9133855523
About Petrovic Financial Services
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
5-9
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
20
Number of Years with Current Firm
20
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
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
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66
Firm Information
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
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
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
Education
Bachelor of Science - Finance with a Minor in Economics
Truman State University
09/01/1994 -06/15/1998
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
https://www.petrovicfinancial.com/
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1888671/rothira-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.