Jeffrey
Vieth
Knightsbridge Wealth Management
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About this Advisor
Jeffrey Vieth is a certified financial planner operating out of Newport Beach, California with a total of 3 years of industry experience. Vieth works at Knightsbridge Wealth Management. The advisor has gained experience at #Ia Buffalo Capital Corporation, Self-Employed - Insurance, The Vieth Company, Buffalo Capital Corporation and Knightsbridge Wealth Management. Vieth holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California and Texas. Knightsbridge Wealth Management is a registered investment company based out of Newport Beach, CA. It administers $491 million in assets under management between its 946 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 946 client accounts, 62% belong to high-net-worth individuals who have more than $1 million in assets. Knightsbridge Wealth Management provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by Knightsbridge Wealth Management most likely consist of asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Knightsbridge Wealth Management Brokerage Details
$491,160,236
8
946
$519,197
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jeffrey Vieth Work History
Jeffrey has been registered as a financial advisor for 3 years.*
Knightsbridge Wealth Management
The Vieth Company
Self-Employed - Insurance
#Ia Buffalo Capital Corporation
Buffalo Capital Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Vieth to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Knightsbridge Wealth Management
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
