Jeffrey Brainard is a CFP-designated registered investment advisor at Noble Wealth Partners, based in Denver, CO, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 134 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $2.5M | 0.75% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
1401 Lawrence Street, Suite 1600, Denver, CO, 80202
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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
Jeffrey is the Principal and CCO of Columbine Wealth Planning, LLC, and receives compensation for advisory services. He is also an Investment Adviser Representative at Noble Wealth Partners, dedicating nearly full-time hours to providing investment advice and financial planning.
Employment History
Current Registrations
Noble Wealth Partners
Previous Registrations
Origin Financial
Columbine Wealth Planning, LLC
Nylife Distributors LLCBroker
Deawm Distributors, INC.Broker
Alps Portfolio Solutions Distributor, INC.Broker
Alps Distributors, INC.Broker
Alps Distributors, INC.Broker
State Registrations5 states
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