Shepherd’s Financial LLC is a registered investment advisor founded in 2023 and based in Knoxville, Tennessee. The firm offers both discretionary and non-discretionary investment management, building customized portfolios based on each client's goals, time horizon, and risk tolerance. In addition to managing investments, Shepherd’s Financial provides comprehensive financial planning covering cash flow analysis, retirement strategies, risk management, tax reduction, and estate preservation, as well as targeted consultations for specific topics. The firm also offers standalone hourly consulting and may utilize third-party model portfolios through Altruist. Advisory services are tailored to individual client needs, and clients may place restrictions on certain securities or sectors.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are billed monthly in arrears and are negotiable based on factors such as historical relationships, asset types, and account size.