Shepherd Financial Investment Advisory LLC
Assets Under Management
$4.9B
Number of Clients
1,091
Number of Advisors
25
Average Client AUM
$4.5M
AUM per Advisor
$197.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Shepherd Financial Investment Advisory, LLC offers advisory services and consulting to ERISA-qualified and non-qualified retirement plan clients. For individual clients, they provide portfolio asset management services based on investment objectives, goals, risk tolerance, and financial circumstances. They also offer wealth planning services as part of investment management or as a standalone service, including liability management, insurance evaluation, tax planning, and estate & wealth transfer.
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
Location
111 Congressional Blvd.,, Suite 100, Carmel, IN, 46032