Justin Steingraber is a CFA-designated registered investment advisor at Boyd Wealth Management, LLC, based in Sacramento, CA, with 16 years of industry experience. Justin 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
1545 River Park Drive, Suite 202, Sacramento, CA, 95815
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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 →Employment History
Current Registrations
Boyd Wealth Management, LLC
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Constellation Wealth Advisors LLC
Constellation Wealth Advisors LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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