Josip Pehar is a registered investment advisor at Fefa Financial, based in Saint Louis, MO, with 3 years of industry experience. Josip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,686 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.3M | 1.00% |
| $1.3M - $2.3M | 0.75% |
| $2.3M+ | 0.50% |
Fees are generally negotiable. Retirement plan advisory services charge up to 0.50% of plan assets.
Fee Estimator
Location
530 Vance Road, Saint Louis, MO, 63088
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Josip is a Reserve Command Master Chief in the U.S. Coast Guard Reserve, serving one weekend a month and two weeks a year. He is also a field agent for Knights of Columbus Insurance since 2015, selling life insurance, long-term care, disability income, and annuities, dedicating about half of his time to this.
Employment History
Current Registrations
Fefa Financial
Previous Registrations
Knights of Columbus Asset Advisors LLC
State Registrations1 state
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
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