Shepherd's Financial provides both discretionary and non-discretionary asset management services, tailoring investment strategies to individual client goals and risk tolerance. The firm also offers financial planning services, including full financial plans and consultation services on specific topics. Shepherd's Financial may use sub-advisors to manage client portfolios.
Assets Under Management$8.3M
Clients128
Advisors1
Avg. per Client$65K
Avg. per Advisor$8.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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