Seth Shepherd is a registered investment advisor at Pillar Wealth LLC, based in Franklin, IN, with 7 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 19 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pillar Wealth does not offer investment management as a standalone service. Investment management is only offered as part of their wealth management services, which are based on a client's net worth. The minimum net worth to become a client is $2.28 million, which equates to a minimum annual fee of $11,400.
Contact
Seth Shepherd
Location
197 E. Jefferson St., Suite 2, Franklin, IN, 46131
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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 →Other Business ActivitiesSells Insurance
Seth is licensed to sell life and health insurance.
Employment History
Current Registrations
Pillar Wealth LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., 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