Jeffrey Kaylor is a CFP-designated registered investment advisor at Noble Wealth Management, INC., based in Newport Beach, CA, with 1 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 233 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and will not exceed an effective rate of 1.5% of assets managed. Fees may be reduced at various price points depending on account size.
Fee Estimator
Location
4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660
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 Activities
Jeffrey works as a CPA providing tax and accounting services through Noble Tax Specialists since November 2023. This takes nearly full-time hours during trading hours.
Employment History
Current Registrations
Noble Wealth Management, INC.
State Registrations1 state
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.
Exams
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