Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth management fees range from 0.50% to 1.20% annually based on the scope and complexity of services, level of assets managed, and overall relationship with the advisor. Fees may be negotiable. For clients with at least $500,000 in assets under management, wealth planning is offered at no additional charge. For standalone financial planning or clients with less than $500,000 in assets under management, Shepherd will charge an hourly fee from $300 to $600 per hour, with a minimum of six hours.
Areas of Practice
Advisor Information
Office location
111 Congressional Blvd., Suite 100, Carmel, IN, 46032
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
Jeffrey works as an IAR for Shepherd Financial Investment Advisory, LLC and as a Senior Wealth Advisor for Shepherd Financial, LLC, dedicating nearly full-time hours to the latter. He also works as an insurance agent for Shepherd Financial, LLC - Insurance, spending a few hours per week on sales and service of insurance products.