BF
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
47 clients
Average Client Portfolio
$4.7M average
Assets Under Management
$220.7M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000
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
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information
Office location
1 La Cruz Avenue, Suite 202, Millbrae, CA, 94030
Get directionsRegulatory History
Clean regulatory record
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
Conquis Financial LLC
April 2025 - Present · 9 mos
Previous Registrations
Capital Advantage, INC.
October 2023 - March 2025 · 1 yr 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.