Daniel Shepard
Daniel Shepard is a registered investment advisor at Oak Road Wealth Management, based in Lee'S Summit, MO, with 22 years of industry experience. Daniel 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 108 clients with $80M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
For clients with $500,000 or more in assets under management, comprehensive financial planning services are provided at no additional cost as part of the advisory fee. For clients with less than $500,000 under management, financial planning services are available for an additional negotiable fee.
Fee Estimator
Location
Lee'S Summit, MO
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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
Daniel uses the DBAs Oak Road Wealth Management and Oak Road Wealth for his activities with Shepard Wealth Management. He is also an independent insurance agent, dedicating up to 15 hours per week to insurance services.
Employment History
Current Registrations
Oak Road Wealth Management
Previous Registrations
Capital Investment Management, INC
Cambridge Investment Research, INC.Broker
American Century Investment Services INC.Broker
Oppenheimerfunds Distributor, INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations3 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.