Paul Bourgeois
Paul Bourgeois is a CFP-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Tewksbury, MA, with 36 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 767 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial Partners charges an annual investment management fee based on a percentage of your portfolio. The exact rate varies depending on the size of your portfolio, the complexity of your situation, and the level of financial planning required:
- Non-wrap fee accounts typically cost up to 1.25% of your portfolio annually.
- Wrap fee program accounts (which bundle investment management, trade execution, and custody) typically cost up to 1.30% of your portfolio annually.
Fees are calculated and deducted from your account quarterly in advance.
Location
Tewksbury, MA
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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 ActivitiesSells Insurance
Paul operates his LPL business under Shepherd Financial Partners and provides investment advisory services through Shepherd Financial Partners, LLC, dedicating full-time hours to the latter. He also engages in non-variable insurance activities and is a notary.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Putnam Retail Management Limited PartnershipBroker
Scudder Financial Services, INC.Broker
Scudder Investor Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations4 states
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
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