Shepherd Advisor provides investment management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Shepherd Advisor also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on mutual funds, fixed income, insurance products, equities, ETFs, and other securities.
Assets Under Management$5M
Clients6
Advisors1
Avg. per Client$830K
Avg. per Advisor$5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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