Petrovich Capital Advisors is an investment advisory firm based in Burr Ridge, Illinois, founded and solely owned by Steven Petrovich. The firm provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth individuals, trusts, and business entities. Investment strategies focus on long-term growth using publicly traded, liquid securities such as exchange-traded funds and individual equities, guided by fundamental analysis, asset allocation, and diversification principles. The firm tailors its services to individual client goals, time horizons, risk tolerances, and written investment restrictions. Petrovich Capital Advisors does not offer financial planning services, tax advice, legal advice, or insurance consulting, nor does it utilize third-party managers or participate in wrap fee programs.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fee of up to 1.00% of assets under management. Fees are negotiable and may vary based on account size and complexity.