Shepherd Wealth Partners provides personalized investment management and financial planning services to individuals and families, with a focus on high-net-worth clients. Investment management services include building tailored portfolios primarily using exchange-traded funds and mutual funds, with options for Biblically-responsible investing. The firm uses third-party automated platforms for trade execution and tax-loss harvesting. Financial planning is offered both as a standalone project and on an ongoing basis, covering areas such as retirement, taxes, estate planning coordination, education funding, and risk management. Shepherd Wealth Partners operates with the core objective of providing objective counsel aligned with Christian values.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally billed quarterly in advance and may be negotiated. The minimum annual fee is $2,000.
