George Biddle
George Biddle is a registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Wilmington, DE, with 28 years of industry experience. George 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
5807 Kennett Pike, Wilmington, DE, 19807
Get directionsHistory
Regulatory History (1)
Judgment / Lien
April 1992Other Business Activities
George is a board member of St. Anne's School and a member of the endowment committee, requiring minimal time. He also has real estate holdings and is involved in data sales.
Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
Previous Registrations
Daniels + Tansey, L.L.P.
Bcm Wealth Management
State Registrations1 state
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.