Colin Shepherd
Colin Shepherd is a registered investment advisor at Salus Financial Advisors, based in Scottsdale, AZ, with 10 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 365 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Wealth management fees range from 0.50% to 1.25% annually based on asset levels, complexity, reporting requirements, and overall relationship. Fees are negotiable at the discretion of the advisor.
Fee Estimator
Location
7047 E Greenway Pkwy, 250, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
Criminal
December 2012Employment History
Current Registrations
Salus Financial Advisors
Previous Registrations
Corepath Wealth Partners LLC
Cri Securities, LLCBroker
Securian Financial Services, INC.Broker
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.
Exams
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