Stephen Shepherd
Stephen Shepherd is a registered investment advisor at Strategic Advisers LLC, based in Queen Creek, AZ, with 34 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Queen Creek, AZ
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2004Other Business Activities
Stephen holds a real estate license for personal use and works in logistics for Amazon. His Amazon job takes about half of his time, while his real estate activities require minimal time.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Fidelity Personal and Workplace Advisors
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Nationwide Investment Advisors, LLC
Nationwide Investment Services CorporationBroker
Questar Asset Management, INC.
Questar Capital CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations53 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.