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Alex Petrovic

Petrovic Financial Services

4200 Somerset Dr
Suite 217

Prairie Village, KS 66208

913-385-5523

Fee-Only Comprehensive Financial Planning and Investment Management

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.

General Information

Firm 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

Services

Investment Types

Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways

Video Conference, Via Phone, Via Email, Our Offices, Your Home, Our Office, Your Office

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

$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

Education

Bachelor of Science - Finance with a Minor in Economics

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

Disclosures

https://www.petrovicfinancial.com/

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.