Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and can be fixed, based on assets under management, or a combination of both. The annual percentage fee ranges up to 0.95% and is charged quarterly in advance. The minimum quarterly fee for any engagement is $3,000. Fees charged by independent managers/sub-advisors range from 0.15% to 0.29% and are charged separately.
Areas of Practice
Advisor Information
Office location
1 La Cruz Avenue, Suite 202, Millbrae, CA, 94030
Get directionsRegulatory 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.