Shepherd Financial Investment Advisory offers investment management and wealth planning services. Investment management is tailored to each client's objectives and risk tolerance. Wealth planning services include liability management, insurance evaluation, tax planning, and estate & wealth transfer. Shepherd also provides advisory services to ERISA-qualified retirement plans.
Assets Under Management$4.9B
Clients1,091
Advisors26
Avg. per Client$4.5M
Avg. per Advisor$190M
Fee Structure
Planning is included in investment management (also available separately)
Shepherd Financial provides investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.20% of the value of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid monthly or quarterly. Fees may be negotiable.
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Location
26 Advisors at this firm
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