Jeffrey Nabers is a registered investment advisor at Nabers Wealth LLC, based in Scottsdale, AZ, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 25 clients with $21M 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 $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees are negotiable. Minimum yearly fee is $2,000.
Fee Estimator
Location
14362 N Frank Lloyd Wright Blvd, Ste 1000, Scottsdale, AZ, 85260
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey is the CEO of Nabers Group LLC, Nabers Services LLC, Nabers Financial Group LLC, and Nabers Digital LLC, focusing on retirement plan services, life insurance, precious metals, and digital asset consulting. He also manages portfolio allocations as the Manager of the General Partner for Coin Capital LLC, a crypto hedge fund.
Employment History
Current Registrations
Nabers Wealth LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.