Nick Shepherd is a registered investment advisor at Charles Schwab & CO., INC., based in Abilene, TX, with 19 years of industry experience. Nick 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
3560 Catclaw Drive, Abilene, TX, 79606-8243
Get directionsHistory
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
Nick owns Circle N Ranch, raising and selling beef cattle, and is a partner in Everyday Armor LLC, a retail business. He also owns Shepherd Operations, a Schwab franchise, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations46 states
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