Shepherd Wealth Management's Form ADV discloses 1.50% on accounts up to $250,000, 1.25% on accounts up to $500,000, and 1.00% on accounts above $500,000, with the rate applied to the entire account. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #312695), Shepherd Wealth Management is subject to fiduciary duty under federal law.
Shepherd Wealth Management is headquartered in CINCINNATI, OH.
Shepherd Wealth Management serves 43 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, Shepherd Wealth Management offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
Shepherd Wealth Management manages $162 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, Shepherd Wealth Management serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓