Advisor at Nabers Wealth LLC
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Firm
Nabers Wealth LLC
Location
Scottsdale, AZ 85260
Credentials
Series 65
Industry experience
5 years
Jeffrey Nabers is the principal of Nabers Wealth LLC, an independent registered investment adviser based in Scottsdale, AZ. He holds a Series 65 credential and has five years of industry experience. In addition to his advisory role, Mr. Nabers serves as CEO of multiple related businesses, including firms focused on retirement plan consulting, life insurance production, and digital asset services, and he manages a crypto hedge fund as the general partner of Coin Capital LLC. Nabers Wealth serves individuals and businesses, including high-net-worth clients, managing discretionary and non-discretionary portfolios that may include publicly traded securities, private investments, real estate, and digital assets. The firm employs a long-term, fundamental analysis approach combined with strategic asset allocation and periodic rebalancing, while maintaining flexibility for shorter-term trading.
Based on Nabers Wealth LLC
$0 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.65% $10,000,001+: 0.60%
Minimum fee: $2,000 per year minimum fee Fee-only: Fee-based advisory firm compensated solely by its clients; no commissions
14362 N Frank Lloyd Wright Blvd, Ste 1000
Scottsdale, AZ 85260
Arizona · Texas
Nabers Wealth
2020 - Present (6 years)
Nabers Digital LLC
2020 - Present (6 years)
Coin Capital LLC
2017 - Present (9 years)
Nabers Financial Group LLC
2009 - Present (17 years)
Nabers Services LLC
2009 - Present (17 years)
Nabers Group LLC
2003 - Present (23 years)
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Is active or affiliated with:
Insurance agent
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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.
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.
CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 63, Series 65
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Series 63, Series 65
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Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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