Ryan Triplett
Ryan Triplett is a CFP, ChFC-designated registered investment advisor at Boyd Wealth Management, LLC, based in Sacramento, CA, with 18 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 162 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
For clients under $2,000,000 of assets under management, a separate financial planning fee is billed to reach a combined minimum annual fee of $20,000/year. Fees are generally not negotiable except at Boyd Wealth Management's sole discretion.
Fee Estimator
Location
1375 Exposition Blvd Suite 220, Sacramento, CA, 95815
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ryan is a Partner in Boyd Insurance Services, LLC, which earns commissions from the sale of non-investment insurance policies. Ryan devotes minimal time to these insurance services.
Employment History
Current Registrations
Boyd Wealth Management, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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