Financial Advisors at Shepherd Financial Investment Advisory Llc

Shepherd Financial Investment Advisory Llc

Shepherd Financial Investment Advisory Llc offers portfolio management for individuals and/or small businesses, financial planning services and pension consulting services.

Background Background

Firm Profile Information

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.

Fixed fees

A percentage of assets under management

Fixed fees

A percentage of assets under management

Operations

No Recorded Operations

3

Branches

29

Employees

16

Investment Advisors

29

Employees

16

Investment Advisors

Find locations nearby

Client Types

Loading...

52.0%

237

Account Overview

Loading...

Let us help.

With our trusted network of advisors,
we’ll connect you with up to three
established planners in your area.

With our trusted network of advisors, we’ll connect you
with up to three established planners in your area.

Get matched with an advisor today.

Get matched with an advisor today.