Steven Wylam
Steven Wylam is a CFP-designated registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Fort Washington, PA, with 37 years of industry experience. Steven 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 1,091 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial provides investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.20% of the value of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid monthly or quarterly. Fees may be negotiable.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the Chief Compliance Officer and Investment Advisor Representative at Shepherd Financial Investment Advisory, LLC, and a Founding Partner and COO at Shepherd Financial, LLC, dedicating nearly full-time hours to the latter. He also holds positions on the board of directors for Cathedral High School Foundation Inc. and Cathedral Trustees, Inc.
Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
Capital Analysts
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Previous Registrations
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State Registrations3 states
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