DST Sherpa

Overview

DST Sherpa is a small, owner-operated advisory firm organized as an LLC that advises individual and family clients. The firm focuses on advisory relationships that are primarily non-discretionary: it provides portfolio guidance and conducts educational seminars and workshops rather than acting as an active, delegated money manager. Fee arrangements include both a percentage of assets under management and fixed-fee engagements. DST Sherpa does not position itself as an ESG investor, is not a multi-state adviser, and is not listed as a capital allocator or pension consultant. The firm also maintains an affiliation with an insurance company, which can influence the mix of products and planning services it offers.

Assets & Accounts

Investments & Alternatives

Location & Offices