Shepherd Financial Partners offers investment management services on a wrap or non-wrap fee basis, and financial planning and consulting services on a stand-alone fee basis. The firm works with individuals, high net-worth individuals, business entities, trusts, estates, and charitable organizations. Shepherd Financial Partners may recommend other professionals for implementation purposes, but the client retains discretion over all decisions.
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.