Shepherd Wealth Management offers investment management and financial planning services. For investment management, they create and manage portfolios based on a client's individual needs and goals. Financial planning services are offered at no additional fee and include topics like business planning, cash flow and debt management, college savings, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Shepherd Wealth Management also provides retirement plan consulting services to employer plan sponsors.
Assets Under Management$160M
Clients430
Advisors4
Avg. per Client$380K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be negotiable at Shepherd Wealth Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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