Shidi Xu is a registered investment advisor at Shepherd Investment Management, based in Palo Alto, CA, with 1 years of industry experience. Shidi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $3.2M 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 | 1.00% |
Management fee may be negotiated at the discretion of the Advisor.
Fee Estimator
Location
Palo Alto, CA
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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.
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Shidi is the Founder and Managing Partner of Shepherd Capital LLC, a non-operating LLC established in July 2023. This activity is not investment-related.
Employment History
Current Registrations
Shepherd Investment Management
State Registrations1 state
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