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Peyton Riley

21 Years of Experience
Fayetteville, GA
Sells Insurance

Peyton Riley is a registered investment advisor at Dyche Wealth Management, INC, based in Fayetteville, GA, with 21 years of industry experience. Peyton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 294 clients with $140M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
294 clients
Average Client Portfolio
$483K average
Assets Under Management
$141.9M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

335 N. Jeff Davis Drive, Fayetteville, GA, 30214

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Peyton receives commissions through an LLC for non-security related business, such as group medical and dental insurance. Peyton also owns rental property in Fayetteville, GA, since 2014.

Employment History
Current Registrations
Dyche Wealth Management, INC
November 2014 - Present · 11 yrs 6 mos
Previous Registrations
Wealth and Pension Services Group INC.
September 2013 - January 2015 · 1 yr 4 mos
Wealth and Pension Services Group INC.
April 2012 - February 2013 · 10 mos
Park Avenue Securities LLC
June 2006 - January 2012 · 5 yrs 7 mos
Peachtree Planning Advisors, INC.
August 2005 - December 2007 · 2 yrs 4 mos
Lincoln Financial Advisors Corporation
March 2003 - December 2004 · 1 yr 9 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.