Shepherd Wealth & Retirement offers customized investment advisory services based on client needs. They help determine investment strategies and recommend asset allocations based on financial goals and risk tolerance. They also provide financial planning and consulting services, covering investment and non-investment related matters like estate and insurance planning. Shepherd Wealth & Retirement may recommend other professionals like attorneys or accountants, but clients are not obligated to use them.
Assets Under Management$97M
Clients129
Advisors3
Avg. per Client$750K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5M+ | 1.00% |
The firm may charge a lesser investment management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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