SHEPHERD FINANCIAL LLC – Your Trusted Financial Partner
SHEPHERD FINANCIAL LLC is a well-known name in the financial industry. The company is founded on the belief that every individual deserves access to sound and unbiased financial advice. With a team of experienced and knowledgeable advisors, SHEPHERD FINANCIAL LLC has been helping clients achieve their financial goals for several years.
How does SHEPHERD FINANCIAL LLC help clients – Key Takeaways:
- Provide comprehensive financial planning services for both individuals and businesses.
- Offer customized investment strategies based on individual risk tolerance and financial goals.
- Provide unbiased advice as the company does not have any proprietary products to sell.
- Constantly monitor and review client portfolios to ensure they align with their financial objectives.
- Offer a wide range of financial services to cater to the diverse needs of clients.
Facts and Insights:
Founded in 2010, SHEPHERD FINANCIAL LLC has quickly gained a reputation for providing top-notch financial services to its clients. The company is registered with the Securities and Exchange Commission (SEC) and operates from its headquarters in New York City. With a team of over 50 advisors, SHEPHERD FINANCIAL LLC manages assets worth over $1 billion for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $1 billion+ | 50+ |
Financial Services Offered:
SHEPHERD FINANCIAL LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Financial Planning
- Investment Management
- Estate Planning
- Tax Planning
- Retirement Planning
- Insurance Planning
- Education Planning
- Charitable Giving
- Business Succession Planning
Client Types:
SHEPHERD FINANCIAL LLC caters to a diverse set of clients, including:
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
- Retirees
- Corporate Executives
- Trusts and Estates
Fees & Compensation:
SHEPHERD FINANCIAL LLC believes in complete transparency when it comes to fees and compensation. The company charges a fee based on a percentage of assets under management, with rates varying based on the complexity of the services provided. The company does not receive any commissions or compensation from the sale of financial products, ensuring unbiased advice to clients.
Background:
The team at SHEPHERD FINANCIAL LLC comprises of highly experienced and qualified advisors from various backgrounds, including finance, accounting, and law. The team is committed to providing customized financial solutions to each client, based on their unique financial goals and risk tolerance.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SHEPHERD FINANCIAL LLC is required to disclose certain information to clients. These include any potential conflicts of interest, fees and compensation, disciplinary actions, and any material facts that may impact the client’s financial decisions. The company takes its fiduciary duty seriously and ensures complete transparency with clients.