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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Shepherd Wealth Partners, LLC 2 years, 3 months Jun 2017 - Present
Ronald Blue & Co. 11 years, 3 months Mar 2006 - Jun 2017

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Charles Terry

Maximize Your Giving with a Donor Advised Fund
Published 2018-05-15 07:36:24
    *Articles are published by advisors without compensation.

    Answers

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    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Aug 5, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      N/A
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Advisor

    Last updated on Aug. 7, 2019
      • $19.0M
        Total Assets Under Management
      • $0
        Total Assets Under Advisement
      • 45
        number of clients
      • $422.2K
        Estimated Average Account Balance Per Client

    Shepherd Wealth Partners, LLC

    Last updated on June 4, 2019
      • $20.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 214
        Accounts
      • $96.7K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges
    • Fixed Fees