Brian Feuer
Brian Feuer is a registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Fort Washington, PA, with 34 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,091 clients with $4.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial provides investment management through a wrap fee program. The annual fee ranges from 0.50% to 1.20% of the value of your portfolio, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid monthly or quarterly. Fees may be negotiable.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory 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
Brian owns rental real estate, acts as an IAR for Shepherd Financial Investment Advisory LLC, and is an agent for Shepherd Financial, LLC - Insurance selling insurance products. He also works as a senior wealth advisor for Shepherd Financial, a stage hand/concert roadie, and a managing member of EQOD LLC, dedicating nearly full-time hours to his senior wealth advisor role.
Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Equity Analysts INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.