Brent Shepherd
Brent Shepherd is a CFP-designated registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 30 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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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
Brent operates Beacon Wealth Management as a DBA for his LPL business and Shepherd Financial Services for tax/investment purposes. He also provides investment advisory services through Wealthcare Advisory Partners LLC and its DBA, Beacon Wealth Management, dedicating full-time hours to these activities. Brent also engages in non-variable insurance activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Wealthcare Advisory Partners LLC
LPL Financial LLC
Previous Registrations
LPL Financial LLC
Beacon Wealth Management, LLC
1st Global Capital CORP.Broker
1st Global Advisors INC
American General Securities Incorporated
American General Securities IncorporatedBroker
Van Kampen Funds INC.Broker
State Registrations10 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.