John Simmons
John Simmons is a registered investment advisor at Shepherd Financial Investment Advisory LLC, based in Fort Washington, PA, with 27 years of industry experience. John 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
Get directionsHistory
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
John is an agent for Shepherd Financial LLC, selling and servicing insurance products, dedicating a few hours per week. He is also a partner and IAR for other Shepherd Financial entities, spending nearly full-time on retirement plan consulting, wealth management, and related operations.
Employment History
Current Registrations
Shepherd Financial Investment Advisory LLC
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
American General Securities Incorporated
Franklin Financial Services CorporationBroker
State Registrations7 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.