How does the advisor help clients – Key Takeaways:
SHEPHERD WEALTH PARTNERS acts as a financial expert for its clients, providing a range of services to help them achieve their financial goals. The firm specializes in wealth management and offers various financial services to cater to the diverse needs of its clients. Their approach involves a personalized and holistic approach to financial planning, taking into consideration the unique circumstances and goals of each client.
Through its services, SHEPHERD WEALTH PARTNERS helps clients navigate the complex world of finance and make informed decisions about their assets. They aim to build long-term relationships with their clients and provide ongoing support and guidance to help them achieve financial success.
Facts and Insights
As of 2021, SHEPHERD WEALTH PARTNERS manages over $500 million in assets under management. The firm has a team of experienced advisors who have a combined experience of over 50 years in the financial industry. This expertise allows them to provide comprehensive and sound financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 5 | 50+ years |
Financial Services Offered
- Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Strategies
- Business Succession Planning
Client Types
- High Net Worth Individuals
- Families
- Business Owners
- Professionals
Fees & Compensation
SHEPHERD WEALTH PARTNERS operates as a fee-based advisor, meaning they charge a fee for their services rather than earning commissions from the sale of financial products. This aligns their interests with those of their clients and ensures unbiased advice. The exact fee structure may vary depending on the services required and the complexity of a client’s financial situation. It is typically a percentage of assets under management or a flat fee for financial planning services.
Background
SHEPHERD WEALTH PARTNERS was founded in 2010 by John Shepherd, a seasoned financial advisor with over 25 years of experience in the industry. The firm is headquartered in Dallas, Texas, and has a strong presence in the local community. They have received several accolades for their exceptional services, including being named one of the Top Wealth Managers in 2020 by D Magazine.
Financial Advisor Disclosures to Know
As a registered investment advisor, SHEPHERD WEALTH PARTNERS is held to a fiduciary standard, meaning they are required to act in the best interests of their clients at all times. This includes disclosing any potential conflicts of interest and ensuring transparency in all their dealings.
The firm is also registered with the Securities and Exchange Commission (SEC) and is required to file Form ADV, a publicly available document that provides information about their services, fees, and disciplinary history. They have a clean record with no disciplinary actions to report.