Jacob Wade

Shepherd Advisory charges fixed quarterly retainer fees based on three service tiers:

• Tier 1: Wealth Reporting — $7,500 to $12,000 per quarter ($30,000 to $48,000 annually), covering account aggregation, monthly balance sheets, net worth tracking, asset allocation breakdowns, and cash position reports.
• Tier 2: Wealth Intelligence — $15,000 to $21,000 per quarter ($60,000 to $84,000 annually), covering all Tier 1 services plus cash flow projections, liquidity analysis, manager fee analysis, quarterly insights memos, and investment recommendations.
• Tier 3: Personal CFO — $30,000 to $45,000 per quarter ($120,000 to $180,000 annually), covering all Tier 2 services plus tax preparation, full advisor coordination, bill pay oversight, document management, and ongoing availability.