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Brian Cvetkovski

Ip Financial Advisory Services LLC
13 Years of Experience
Farmington Hills, MI
BrokerSells Insurance
View SEC Summary
View SEC Summary

Brian Cvetkovski is a registered investment advisor at Ip Financial Advisory Services LLC, based in Farmington Hills, MI, with 13 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Ip Financial Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

25882 Orchard Lake Rd, Ste 203, Farmington Hills, MI, 48336

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian is an independent insurance agent selling fixed life, health, and disability insurance since 2013. He also owns Cvetkovski Financial LLC, offering fixed life, employee benefits, disability insurance, long-term care, and fixed annuities, dedicating about a quarter of his time.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
March 2021 - Present · 5 yrs 7 mos
Innovation Partners LLCBroker
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
MML Investors Services, LLCBroker
September 2013 - May 2017 · 3 yrs 8 mos
State Registrations5 states
COKYMIOHTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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