Steven Pierre
Steven Pierre is a CFP-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Winchester, MA, with 27 years of industry experience. Steven 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
Steven sells fixed insurance, dedicating minimal time to this activity. He also provides investment advisory services through Shepherd Financial Partners LLC, spending about half his time on this. Additionally, Steven is involved in real estate rental and maintains a pass-through tax structure entity.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
U.S. Wealth Advisors, LLC.Broker
Aig Financial Advisors, INC.Broker
Sunamerica Securities, INC.Broker
US Financial Advisors, LLC
Intersecurities, INC.Broker
State Registrations7 states
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