Robert Mark Shepherd

CFP

Shepherd Financial Partners, LLC

37 Years of Experience

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Firm Information

Shepherd Financial Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

724 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$1.1B

Fee Structure

Financial Plan Fee:$2,000 - $250,000

Hourly Rate:$75 - $500/hr

The firm's annual investment advisory fee for non-wrap accounts can be up to 1.35% of assets managed. Wrap program fees can be up to 1.50% of assets managed. Financial planning and consulting fees range from $2,000 to $250,000 on a fixed fee basis, or $75 to $500 per hour. These fees are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

1004 Main Street, Winchester, MA, 01890

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Regulatory History (3)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

February 2008

Denied

Regulatory

April 1992

Final

Employment Separation After Allegations

April 1991

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Other Business ActivitiesSells Insurance

Robert is involved in several business activities, including real estate rental, notary services, and serving as a board member for a construction company. He also provides investment advisory services through Shepherd Financial Partners and sells various insurance products, dedicating a significant amount of time to these activities.