Dennis Stancoven
Dennis Stancoven is a registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Carmel, IN, with 20 years of industry experience. Dennis 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
111 Congressional Blvd.,, Suite 100, Carmel, IN, 46032
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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
Dennis is the president of Jade Security, Inc., providing security guard and patrol services, dedicating about 10-20% of his time. He is also the president of Dennis R. Stancoven, Inc., but devotes minimal time to this operating company.
Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
Previous Registrations
Bcm Wealth Management
Biddle Capital Management, INC.
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.