Gary Hyde is a CFP-designated registered investment advisor at Shepherd Financial LLC, based in Woodstock, GA, with 10 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 21 clients with $20M 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 - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Minimum annual fee of $5,000. Fees may be negotiable.
Fee Estimator
Location
220 Heritage Walk, Suite 203, Woodstock, GA, 30188
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 ActivitiesSells Insurance
Gary is a licensed insurance professional, dedicating minimal time to this activity. He also coaches baseball and provides instruction to children, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Shepherd Financial LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.