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Nabers Wealth LLC
SEC-regulated
Registered investment advisor
Nabers Wealth LLC, a registered investment adviser established in June 2020 and located in Arizona, offers investment advisory services to individuals, high net worth individuals, and businesses. The firm, owned and operated by Jeff Nabers, provides personalized investment solutions through discretionary or non-discretionary investment management. Nabers Wealth constructs portfolios with a focus on long-term strategies, utilizing publicly traded securities and alternative assets like private investments, digital assets, and real estate. Clients have the opportunity to place restrictions on investments in their portfolios. The firm charges fees based on a tiered percentage of assets under management, with a negotiable minimum yearly fee of $2,000. Nabers Wealth does not engage in performance-based fees and manages client accounts on a discretionary basis, allowing the firm to determine investment decisions. The firm does not accept custody of client funds and securities, and client accounts are monitored regularly. Jeff Nabers, the President, has no disciplinary history and is involved in various other financial entities. Nabers Wealth's fee structure, investment strategies, and commitment to client interests are detailed in the Form ADV Part 2A brochure.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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