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Noble Wealth Partners

Updated today

Client assets under management

$118,491,092

Clients

134

34% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Average account size

$884,262

About

Noble Wealth Partners provides discretionary investment management, comprehensive and project-based financial planning, and employer-sponsored retirement plan advisory services to individuals (including high-net-worth clients), charitable organizations, and businesses. The firm reports roughly $118.5 million in discretionary assets under management and offers ongoing planning engagements as well as one-off financial plans.

The firm implements client-specific investment policy statements and generally follows a passive, asset-class portfolio construction using index mutual funds and ETFs, while also drawing on fundamental, valuation, technical and cyclical analysis in its planning work. Accounts are managed on a discretionary basis with regular (typically quarterly) reviews and the firm uses block trading and other operational practices to allocate trades across client accounts.

A distinguishing feature is that Noble Wealth Partners serves as a wrap fee program sponsor — a structure relatively uncommon among similarly supported firms — and states it manages wrap and non-wrap accounts in the same manner. The brochure also discloses several operational particulars that may affect clients’ custody and services, including participation in multiple institutional custodian programs that provide practice-support benefits, a reimbursement policy for tax-preparation fees for larger accounts, and a recent application for SEC registration.

Client services

Financial planning Portfolio management Pension consulting

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business exit / sale strategy General estate planning guidance

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Fee options

Percentage

$0 - $749,999: 1.00% $750,000 - $2,499,999: 0.75% $2,500,000 - $9,999,999: 0.50% $10,000,000+: Negotiable

Project-based

$250 to $1,000 per hour for project-based financial planning

Subscriptions

Ongoing financial planning annual advisory fee billed monthly ranging from $1,000 to $15,000 depending on complexity and services; $5,000 minimum for clients below $500,000 assets

Other

Account minimum: $500,000 (recommended minimum for Investment Management services; minimum fee of $5,000 for Ongoing Financial Planning services for clients with less than $500,000; minimums may be waived or adjusted at discretion) Minimum fee: $5,000 per year for ongoing financial planning services if account is below $500,000 Fee-only: Fee-only; no commissions or sales charges from products

Main office location

Noble Wealth Partners

1401 Lawrence Street, Suite 1600

Denver CO 80202, United States

Number of offices

2

Most active in

Arizona · California

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Jeff B

CFP®

Denver, CO

Noble Wealth Partners

A native of the Denver area, Jeff has been married to his wife, Christa, for 22 years. They have three beautiful children, two boys and a girl, who spend the majority of their days keeping themselves (and their parents) quite busy and constantly on the move with sports and dance. He has volunteered as a coach in the South Jeffco Sports Association since 2009 as both a head coach and an assistant coach for baseball, basketball, and football. When not coaching sports, there is a good chance that he’s attending a ballet recital or performance for the Littleton Youth Ballet to watch his daughter. Jeff is a staunch believer in using ETFs and low-cost index funds for client investments. He also believes in the fiduciary standard and that everyone needs a professionally written financial plan to help achieve their goals. He subscribes to the notion that the majority of financial problems can be solved by saving more money and spending less of it...most of the other things will require some help from a professional.

College savings (529s, UTMA, etc.) Business ownership considerations Technology Professional Founder/Business Owner Gen X (Born 1965-1980)

Grant G

CFP®, CFA®

Denver, CO

Noble Wealth Partners

I grew up in Steamboat Springs, Colorado, also known as Ski Town, U.S.A.®, a town that has produced 98 Olympians in 80 years. Even though I was not an Olympian, I did learn there is more than one trail to get down a mountain; and for every skier/snowboarder, some trails are more suitable than others. Applying the concept to wealth management – there are many paths an individual/family can take to accomplish their financial objectives. I co-founded Noble Wealth Partners with the vision that every client has unique needs and values. I believe each client deserves a financial plan and investment recommendations tailored to their financial goals and objectives. I would welcome the opportunity to partner with you and take your wealth management experience to the next level. I believe advisors committed to serving their clients should take the time to master their profession. For that reason, I bring 12 years of experience from various roles within the financial industry. I have earned the right to use the Chartered Financial Analyst (CFA) designation (CFA is the gold standard of the investment profession.” Financial Times, 06/14/2020), and I am a Certified Financial Planner® (CFP). Currently, I am on the Investment Advisory Committee for Colorado State University (my term ends in 2024), and an active member of the CFA Society of Colorado. To explore and deliberate on cutting edge wealth strategies, I co-founded the Irish Coffee Club, a think tank of four investment professionals, all holding the CFA designation and the CFP® certification. Outside of the office, Grant loves to spend time with his beautiful wife, and they are expecting their first child in April 2021. In college, Grant was a member of the Club Tennis Team and the Head Coach of the CSU Snowboard Team. To this day, he still enjoys competitive tennis and snowboarding. Please do not hesitate to contact me. I would be happy to chat with you and see if my firm is the right fit for your planning needs.

Equity Recipients (RS/RSU, SOP, ESPP) Business ownership considerations FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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