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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 245 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Noble Wealth Management's fee for managing your investments is negotiable, but will not exceed 1.5% annually of the value of your portfolio. The fee can be based on a percentage of your portfolio or a flat fee. The fee is billed quarterly, either in advance or after the quarter ends, based on the value of your account. Fees may be reduced for larger accounts. Certain legacy clients may be billed under a different fee structure.
Location
4299 Macarthur Blvd., Suite 100, Newport Beach, CA, 92660
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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.
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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
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