Samuel Shepherd
Samuel Shepherd is a CFA-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Winchester, MA, with 9 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 767 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial Partners charges an annual investment management fee based on a percentage of your portfolio. The exact rate varies depending on the size of your portfolio, the complexity of your situation, and the level of financial planning required:
- Non-wrap fee accounts typically cost up to 1.25% of your portfolio annually.
- Wrap fee program accounts (which bundle investment management, trade execution, and custody) typically cost up to 1.30% of your portfolio annually.
Fees are calculated and deducted from your account quarterly in advance.
Location
1004 Main Street, Winchester, MA, 01890
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2026Other Business Activities
Samuel operates Shepherd Financial Partners as a DBA for his LPL business. This activity takes about half of his time.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
LPL Financial LLCBroker
State Registrations2 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.
Exams
More Advisors
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