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 Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Annual percentage fee ranges up to 0.95% and is assessed quarterly in advance. Alternatively, clients may negotiate an annual fixed flat fee. The firm enforces a minimum quarterly fee of $3,000.
Fee Estimator
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.
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 →Other Business Activities
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
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.
Exams
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