Josip
Jurkovic
Plante Moran Financial Advisors
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About this Advisor
Josip Jurkovic is a financial advisor who works in Grand Rapids, Michigan who has 1 year of relevant experience. Jurkovic works at Plante Moran Financial Advisors. Throughout their career, Jurkovic has worked at Plante Moran Financial Advisors, Plante & Moran, Pllc, None, Grand Valley State University, Maner Costerisan, Michigan State University, Delta Dental Of Mi and Lansing Catholic High School. Jurkovic holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Michigan. Plante Moran Financial Advisors is a firm operating out of Southfield, MI. The investment advisory business has offices in 12 locations and a total of 139 employees. It handles $17 billion in total assets across its 16,199 accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm provides financial advice to four charitable organizations. Of its 16,199 accounts, 87% are held by high-net-worth investors who have more than $1 million in assets available to invest. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management depend on which services are offered. However, fee types billed by Plante Moran Financial Advisors most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Plante Moran Financial Advisors Brokerage Details
$16,742,515,079
139
16,199
$1,033,552
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Josip Jurkovic Work History
Josip has been registered as a financial advisor for 1 years.*
Plante Moran Financial Advisors
Plante & Moran, Pllc
None
Plante & Moran, Pllc
Maner Costerisan
Grand Valley State University
Delta Dental Of Mi
Michigan State University
Michigan State University
Lansing Catholic High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Josip Jurkovic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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