Graham Shepherd is a CFP-designated registered investment advisor at Armor Investment Advisors, LLC, based in Raleigh, NC, with 12 years of industry experience. Graham 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, Investment Management, and 1 more. Their firm serves 206 clients with $360M 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 $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.65% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.45% |
| $25M+ | 0.40% |
Fees may be negotiable at Armor's discretion.
Fee Estimator
Location
4101 Lake Boone Trail, Suite 208, Raleigh, NC, 27607
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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
Armor Investment Advisors, LLC
Previous Registrations
Portfolio Brokerage Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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