Advisor at Level Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Level Financial Advisors, Inc.
Location
Wellsville, NY
Credentials
CFP®, ChFC®, Series 63
Industry experience
37 years
Winfred Jacob is a CFP® and ChFC® with 37 years of experience in financial services. He has worked at Level Financial Advisors, Inc. since 2016 and previously held roles at Cadaret, Grant & Co., Inc., Frontier Financial Group, LLC, and operated as a self-employed insurance agent. Level Financial Advisors is a fee-only firm serving individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified asset-allocation approach with mutual funds and ETFs, providing discretionary portfolio management, comprehensive financial planning, and specialized 401(k) plan services that include participant education and employee workshops.
Based on Level Financial Advisors, Inc.
Based on Level Financial Advisors, Inc.
Based on Level Financial Advisors, Inc.
Financial planning flat fees: Pre-Retirement Planning at $2,000 per year; On-Going Financial Planning minimum $4,000 per year; Project-Based Financial Planning minimum $1,000 per engagement
$0 - $500,000: 1.15% $500,000.01 - $1,000,000: 0.85% $1,000,000.01 - $2,000,000: 0.8% $2,000,000.01 - $3,000,000: 0.7% $3,000,000.01 - $4,000,000: 0.6% $4,000,000.01 - $10,000,000: 0.4% $10,000,000.01+: 0.3%
Hourly financial planning fees ranging from $240 to $480 per hour for legacy clients
Account minimum: $525,000 Minimum fee: Minimum fee of $1,500 per quarter for clients with less than $525,000 in assets Fee-only: Asset-based fees and flat fees for financial planning; no commissions accepted
Wellsville, NY
New York
Level Financial Advisors, Inc.
2016 - Present (10 years)
Cadaret, Grant & Co., Inc.
2008 - 2016 (8 years)
Frontier Financial Group, LLC
2006 - 2016 (10 years)
Self Employed-Insurance Agent
1981 - 2016 (35 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63
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Goydas Capital Investment Management, LLC
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OSAIC
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