SS
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
Samuel operates Shepherd Financial Partners as a DBA for his LPL business. This activity takes about half of his time.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
March 2018 - Present · 7 yrs 10 mos
LPL Financial LLC Broker
March 2017 - Present · 8 yrs 10 mos
State Registrations2 states
MATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.