John Shepherd
John Shepherd is a registered investment advisor at Fairbanks Capital Management, INC., based in Port Saint Lucie, FL, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 227 clients with $370M 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 | 1.70% |
| $500K+ | 1.70% |
Lower fees apply to higher amounts of relationship assets. Short Term Fixed Income is assessed at half the rate of equities. Cash assets and money market securities are included in the fee calculation at the rate that reflects whether cash will be used to invest in equities or fixed income. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Port Saint Lucie, FL
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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
John is a Vice President at Fairbanks Capital Management, Inc., an SEC-registered investment advisor firm, where he performs annuity reviews, dedicating about 10-20% of his time. He also owns a restaurant/tavern called Gemini Portfolio Management, spending a few hours per week on it.
Employment History
Current Registrations
Fairbanks Capital Management, INC.
Previous Registrations
Innovation Partners LLCBroker
Johnstone Brokerage Services, LLCBroker
Mansfield Investment Management
Mansfield Investment Management
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
East Coast Asset Management, LLC
Lateef Investment Management, LP.
Foreside Funds Distributors LLCBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Hartford Equity Sales Company INC.Broker
Mfs Fund Distributors, INC.Broker
Painewebber IncorporatedBroker
Cova Life Sales CompanyBroker
Thomson Mckinnon Securities INC.Broker
Hartford Equity Sales Company 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.