Steven Pierre
Steven Pierre is a CFP-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Naples, FL, with 27 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 767 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial Partners charges an annual investment management fee based on a percentage of your portfolio. The exact rate varies depending on the size of your portfolio, the complexity of your situation, and the level of financial planning required:
- Non-wrap fee accounts typically cost up to 1.25% of your portfolio annually.
- Wrap fee program accounts (which bundle investment management, trade execution, and custody) typically cost up to 1.30% of your portfolio annually.
Fees are calculated and deducted from your account quarterly in advance.
Location
Naples, FL
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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
Steven sells fixed insurance, dedicating minimal time to this activity. He also provides investment advisory services through Shepherd Financial Partners LLC, spending about half his time on this. Additionally, Steven is involved in real estate rental and maintains a pass-through tax structure entity.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
U.S. Wealth Advisors, LLC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
US Financial Advisors, LLC
Intersecurities, INC.Broker
State Registrations7 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.
Exams
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