Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
1004 Main Street, Winchester, MA, 01890
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James owns rental real estate properties and provides investment advisory services through Shepherd Financial Partners, dedicating about a quarter of his time to the latter. He also sells life insurance or fixed annuities, spending a few hours per week on this activity.