Conquis Financial LLC
Assets Under Management
$220.7M
Number of Clients
47
Number of Advisors
3
Average Client AUM
$4.7M
AUM per Advisor
$73.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Conquis Financial LLC provides discretionary and non-discretionary investment management and advisory services, along with financial planning and consulting. They work with clients to select investments based on their objectives, utilizing various investment types. Financial planning is provided as part of investment management services or as a stand-alone service.
Fee Structure
The firm offers services on a fee basis, including fixed fees and fees based on assets under management. Fees are negotiable. Investment management fees can be structured as a fixed flat fee or a percentage of total assets, ranging up to 0.95% annually, assessed quarterly in advance. The minimum quarterly fee for any engagement is $3,000. Financial planning and consulting fees are based on the agreement signed by each client. Independent Managers/Sub-Advisors fees range from 0.15% to 0.29% and are charged separately.
Areas of Practice
Location
1 La Cruz Avenue, Suite 202, Millbrae, CA, 94030