Shepherd Street Advisors offers investment advice to individuals, high net worth individuals, trusts, estates, foundations, and charitable organizations. Shepherd Street Advisors provides customized investment advisory solutions through personal contact and interaction, offering both discretionary and non-discretionary investment management. The firm also offers financial planning and consulting services covering areas like cash flow analysis, risk management, retirement planning, education planning, tax strategies, and estate planning.
Assets Under Management$110M
Clients47
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$750K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees may be negotiable. The total blended fee, including Shepherd Street's fee and any Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...