Shepherd Wealth Partners offers financial planning (one-time or ongoing) and investment management services. Financial planning covers investment, tax, education, risk management, business, retirement, insurance, and estate planning. Investment management designs portfolios based on client goals and risk tolerance, primarily using mutual funds and ETFs, including Biblically-Responsible Investing portfolios. Shepherd has a sub-advisory agreement with 55IP, LLC for trade execution in client accounts.
Assets Under Management$76M
Clients91
Advisors3
Avg. per Client$830K
Avg. per Advisor$25M
www.shepherdwealthpartners.com ·www.linkedin.com/company/shepherdwealthpartners ·www.facebook.com/shepherdwealthpartners
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable. Minimum annual fee of $2,000 may apply.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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