Shepherds of Capital offers investment management and financial planning services. Investment strategies are tailored to each client's goals and risk tolerance, using ETFs, mutual funds, and individual securities. Financial planning covers retirement, investments, education funding, and estate considerations. Consulting services are also available, separate from advisory services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Advisory fees are negotiable and may vary based on factors such as portfolio composition, relationship size, and the complexity of the Client’s financial circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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