Shepherd Financial Investment Advisory LLC's Form ADV discloses 1.00% on the first $2.5 million, 0.75% on the next $2.5 million, 0.65% on the next $5 million, and 0.50% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #288623), Shepherd Financial Investment Advisory LLC is subject to fiduciary duty under federal law.
Shepherd Financial Investment Advisory LLC is headquartered in CARMEL, IN.
Shepherd Financial Investment Advisory LLC serves 203 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, Shepherd Financial Investment Advisory LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
Shepherd Financial Investment Advisory LLC manages $6.2 billion in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, Shepherd Financial Investment Advisory LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓