John Ashcroft is a registered investment advisor at Shepherd Wealth Management, based in Cincinnati, OH, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 430 clients with $160M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be negotiable at Shepherd Wealth Management's discretion.
Fee Estimator
Location
3181 Linwood Ave., Suite 20, Cincinnati, OH, 45208
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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 →Employment History
Current Registrations
Shepherd Wealth Management
Previous Registrations
Girard Advisory Services, LLC
The Burney Company
Amerivest Investment Management, LLC
TD Ameritrade, INC.
Kuntz Lesher Capital LLC
H.D. Vest Advisory Services, INC
Morgan Stanley
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.