Lisa Malick is a CFP-designated registered investment advisor at Petra Financial Advisors INC, based in Colorado Springs, CO, with 14 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 378 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Petra Financial Advisors manages investments as part of their Lifetime Financial Planning service or as a standalone Investment Management Service. Fees range from 0.40% to 2.00% of the value of your investments, and the percentage decreases as the account size increases. Fees are paid quarterly in advance, or monthly in arrears for clients using the SEI Platform. Petra may reduce its investment management fee at its discretion.
Location
12295 Oracle Blvd., Suite 210, Colorado Springs, CO, 80921
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Petra Financial Advisors INC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Lighthouse Financial LLC
Cambridge Investment Research, INC.Broker
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.