Shepherd Financial Partners offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm operates on both a wrap fee basis (bundling investment management, brokerage, and custody into a single fee) and a non-wrap fee basis. Clients receive customized portfolio management utilizing various asset classes including stocks, bonds, mutual funds, exchange-traded funds, and alternative investments such as interval funds and private placement funds. In addition to investment oversight, Shepherd Financial Partners provides comprehensive financial planning covering retirement, estate planning, and insurance analysis, alongside specialized services for retirement plan sponsors. The firm emphasizes tailored investment strategies aligned with client risk tolerances and can incorporate environmental, social, and governance considerations upon request.
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.