Assets Under Management
$4.9B
Number of Clients
1,091
Number of Advisors
25
Average Client AUM
$4.5M
AUM per Advisor
$197.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Shepherd Financial Investment Advisory offers wealth management services based on client investment objectives, goals, and risk tolerance. Services include portfolio review, financial analysis, asset allocation, and independent investment manager retention. They also provide wealth planning services and consulting to ERISA-qualified and non-qualified retirement plan clients.
111 Congressional Blvd.,, Suite 100, Carmel, IN, 46032