Assets Under Management
$1.1B
Number of Clients
724
Number of Advisors
7
Average Client AUM
$1.6M
AUM per Advisor
$162.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Shepherd Financial Partners provides discretionary investment advisory services on a wrap or non-wrap fee basis, and financial planning and consulting services. They also offer retirement consulting services to plan sponsors. The firm manages over $1.1 billion in assets.
1004 Main Street, Winchester, MA, 01890