Samuel Shepherd
Samuel Shepherd is a CFA-designated registered investment advisor at Shepherd Financial Partners, LLC, based in Winchester, MA, with 9 years of industry experience. Samuel 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Other Business Activities
Samuel operates Shepherd Financial Partners as a DBA for his LPL business. This activity takes about half of his time.
Employment History
Current Registrations
Shepherd Financial Partners, LLC
LPL Financial LLCBroker
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.