Thomas Shepherd
Thomas Shepherd is a registered investment advisor at Investment Partners Asset Management, based in Metuchen, NJ, with 19 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 257 clients with $330M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Fixed income accounts are charged 1.00% on any amount.
Fee Estimator
Location
10 Station Place, Metuchen, NJ, 08840
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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 Activities
Thomas works for Investment Partners Group and Subsidiaries, a holding company engaged in investment advice and consulting. He dedicates nearly full-time hours to this salaried position.
Employment History
Current Registrations
Investment Partners Asset Management
Previous Registrations
T.R. Winston & Company, LLCBroker
J.P. Morgan Institutional Investments INC.Broker
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.