Shepherd Financial Investment Advisory LLC

Shepherd Financial Investment Advisory, LLC, established in September 2017, offers investment advisory services to ERISA-qualified and non-qualified retirement plans, individuals, and high-net-worth clients. The firm provides wealth management services tailored to clients' investment objectives, risk tolerance, and financial circumstances. Investment strategies include asset allocation, portfolio design, and independent investment manager selection. The firm's fee structure ranges from 0.50% to 1.20% annually based on the scope of services and client assets. Wealth planning services are available at no additional charge for clients with over $500,000 in assets under management. The firm may recommend no-load mutual funds, individual securities, and pooled investment vehicles. Clients receive quarterly account statements directly from the custodian. Shepherd does not charge performance-based fees and acts in clients' best interests. The firm's owners and advisors are registered representatives of Lincoln Investment, and may receive compensation for insurance product referrals. Clients may grant investment discretion to the firm, and voting of client securities is not conducted by Shepherd. The firm does not engage in soft dollar arrangements or directed brokerage practices.