Thomas Shepard
Thomas Shepard is a CFP-designated registered investment advisor at Flagship Harbor Advisors, LLC, based in Boston, MA, with 29 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
346 Commercial Street, Boston, MA, 02109
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2017Other Business ActivitiesSells Insurance
Thomas operates under the DBA Shepard Financial, LLC and serves as an investment advisor representative for Flagship Harbor Advisors, dedicating nearly full-time to these activities. He also offers fixed annuities and insurance, dedicating about 10-20% of his time, and is involved with the Currency Institute in various capacities, including financial education, real estate rental, and intellectual property royalties.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations27 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.