About this location
SHEPHERD FINANCIAL PARTNERS, LLC offers financial planning services, portfolio management for individuals and/or small businesses, portfolio management for businesses, pension consulting services and also performs business activities as insurance broker or agent, registered representative of a broker-dealer.
Time in Business
No submission
Total Assets Under Management
$846,773,058
Approximate Fees
Please contact the advisor for additional information on fees.
Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.
A percentage of assets under management
Hourly charges
Fixed fees
Advisors at This Location
James Lister
More Info
