Shepherd Financial offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and retirement plans. Shepherd Financial creates customized portfolios using diversified investments like exchange-traded funds, individual stocks, and bonds. Financial planning services can be part of wealth management or offered separately, covering areas like retirement, education, and estate planning. Shepherd Financial acts as a fiduciary, committed to acting in the client's best interest.
Assets Under Management$20M
Clients21
Advisors1
Avg. per Client$940K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.25% |
Minimum annual fee of $5,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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