Shepherd Financial Partners, LLC
Assets Under Management
$1.1B
Number of Clients
724
Number of Advisors
7
Average Client AUM
$1.6M
AUM per Advisor
$162.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Shepherd Financial Partners offers investment management services on a wrap or non-wrap fee basis, and financial planning and consulting services on a stand-alone basis. They also provide retirement consulting services to sponsors of self-directed retirement plans. The firm manages assets for individuals, high-net-worth individuals, business entities, trusts, estates, and charitable organizations.
Fee Structure
Investment management fees are based on a percentage of assets under management, up to 1.35% for non-wrap accounts and up to 1.50% for wrap accounts. Financial planning and consulting fees range from $2,000 to $250,000 on a fixed fee basis, or $75 to $500 per hour. Clients may incur additional fees such as brokerage commissions, transaction fees, and fund-level expenses.
Areas of Practice
Location
1004 Main Street, Winchester, MA, 01890