Jacob Levy is a CFP-designated registered investment advisor at Conquis Financial LLC, based in Millbrae, CA, with 3 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 50 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Conquis Financial offers investment management services that include financial planning. The annual fee can be a fixed flat fee or a percentage of your total investments, or a combination of both. The percentage-based fee ranges up to 0.95% annually, charged quarterly in advance. The minimum quarterly fee for any engagement is $3,000.
Location
1 La Cruz Avenue, Suite 202, Millbrae, CA, 94030
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is the President of Eastbayshore Eruv Corporation, a religious non-profit, since 2021. He dedicates minimal time to managing fundraising, tax filings, and registrations.
Employment History
Current Registrations
Conquis Financial LLC
Previous Registrations
Foreside Funds Distributors LLCBroker
State Registrations1 state
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