Shepherd Advisor offers ongoing portfolio management and personalized financial planning services tailored to each client's goals, time horizon, and risk tolerance. Shepherd Advisor creates a custom investment policy statement for each client and manages portfolios across a variety of securities, including mutual funds, exchange-traded funds, fixed income, equities, and alternative investments like venture capital and private placements. In addition to personal wealth management, Shepherd Advisor provides pension consulting services for employee benefit plans. The firm operates with discretionary authority to make investment trades on behalf of clients, and requires clients to hold their accounts at Charles Schwab & Co. Founder Nixon James also operates as an independent insurance agent, which creates a conflict of interest when recommending insurance products. Shepherd Advisor emphasizes its commitment to acting in clients' best interests as a registered investment advisor.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable and calculated using a blended tier schedule based on portfolio value on the last business day of the prior billing period.