Paul Bourgeois
Paul Bourgeois is a CFP-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Winchester, MA, with 36 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 724 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shepherd Financial Partners offers investment management services on either a wrap fee or non-wrap fee basis. The annual fee varies up to 1.35% of the assets managed on a non-wrap fee basis. On a wrap fee basis, the annual fee varies up to 1.50% of the assets managed. The fees are based on the amount of assets managed, the level and scope of financial planning, and the complexity of the engagement.
Location
1004 Main Street, Winchester, MA, 01890
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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
Paul operates his LPL business under Shepherd Financial Partners and provides investment advisory services through Shepherd Financial Partners, LLC, dedicating full-time hours to the latter. He also engages in non-variable insurance activities and is a notary.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Putnam Retail Management Limited PartnershipBroker
Scudder Financial Services, INC.Broker
Scudder Investor Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations3 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.