Allen Shepard is a registered investment advisor at Stonebridge Advisors LLC, based in Wilton, CT, with 21 years of industry experience. Allen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 281 clients with $11B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
281 clients
Average Client Portfolio
$38.6M average
Assets Under Management
$10.8B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.40% |
| $50M+ | 0.40% |
Fees are negotiable for portfolios over $50 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
187 Danbury Road, Wilton, CT, 06897
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Previous Registrations
Stonebridge Advisors LLC
June 2005 - March 2026 · 20 yrs 9 mos
Exams
No exam information available for this advisor.