Christopher Cogliano is a CFA-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Winchester, MA, with 7 years of industry experience. Christopher 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.
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Christopher serves as an unpaid trustee for his HOA since 2021. This requires minimal time commitment.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
LPL Financial LLCBroker
Previous Registrations
Pear Tree Partners, LP
U. S. Boston Capital CorporationBroker
State Registrations2 states
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