Alex Petrovic
Caliber Wealth Management
6201 College Blvd
Suite 650
Overland Park, KS 66211
9133855523
About Caliber Wealth Management
There's more to quality wealth management than just managing money. It's about making sense of all your financial matters and addressing the things you may be missing or unsure about. At Caliber Wealth Management, we take the complex and confusing and make it simple and straightforward. When you put the collective wisdom, experience, and capabilities of our full team to work for you, we help you move forward with clarity and confidence.
At Caliber, you're more than just a client. We provide the knowledge, know-how, and resources of a large-scale firm but with a small-town feel. Ultimate flexibility, top-tier client events, and industry-leading advisors are just the beginning. Becoming a Caliber client can open the door to possibilities within your finances you never thought possible.
See Disclosures
General Information
Firm Start Year
2012
No. of Employees
5-9
CRD#
4934721
Firm CRD#
331165
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
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals
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-Caliber-Wealth-Management-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.