Jiyao Peng is a registered investment advisor at Boyd Wealth Management, LLC, based in Sacramento, CA, with 3 years of industry experience. Jiyao 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 →Other Business Activities
Jiyao co-owns a rental property with her parents. She also has a DBA for her LPL business.
Employment History
Current Registrations
Boyd Wealth Management, LLC
Previous Registrations
Mariner Independent
LPL Financial LLCBroker
State Registrations1 state
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