CC
CFA
Firm Information
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.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
1004 Main Street, Winchester, MA, 01890
Get directionsRegulatory History
Clean regulatory record
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 Activities
Christopher serves as an unpaid trustee for his HOA since 2021. This requires minimal time commitment.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
July 2024 - Present · 1 yr 6 mos
LPL Financial LLC Broker
February 2023 - Present · 2 yrs 11 mos
Previous Registrations
Pear Tree Partners, LP
July 2021 - January 2023 · 1 yr 6 mos
U. S. Boston Capital Corporation Broker
November 2018 - January 2023 · 4 yrs 2 mos
State Registrations2 states
MATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.