Winfred Jacob is a CFP, ChFC-designated registered investment advisor at Level Financial Advisors, INC., based in Wellsville, NY, with 37 years of industry experience. Winfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 697 clients with $870M 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 $500K | 1.15% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Clients who were with us before our current fee schedule was adopted may be grandfathered on different schedules. Some pay lower fees than those noted above or are exempt from fees. We do not charge fees for accounts of principals, or employees, or members of their immediate families.
Fee Estimator
Location
Wellsville, NY
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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 →Employment History
Current Registrations
Level Financial Advisors, INC.
Previous Registrations
Level Financial Advisors, INC.
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Cambridge Investment Research, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Wall Street Financial Group, INC.Broker
Ffp Securities, INC.Broker
MML Investors Services, INC.Broker
Wall Street Financial Group, INC.Broker
Pmg Securities CorporationBroker
Equity Services, INC.Broker
Guardian Investor Services CorporationBroker
Equity Services, 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.