Goepper Burkhardt
531 South Main Street
Suite 303
Greenville, SC 29601
8643703244
About Goepper Burkhardt
Goepper Burkhardt LLC was established in January of 2003 in Greenville, S.C. Our mission is to provide fee-only financial planning and investment management based on a fiduciary standard of care. We primarily serve retirees and pre-retirees. Our service is provided by a team of credentialed and experienced advisors.
We help you plan for the retirement you've dreamed of - one that's full of the pursuits that make you happy and, equally important, one that's planned and lived on your own terms. Whether your focus is relaxation or rejuvenation, pursuing new passions or rededicating yourself to old hobbies, traveling the world or staying close to your grandkids, retirement should be fun, joyful and stress-free. Whatever your goals for retirement may be, our financial planning processes are designed to ensure you are guided and cared for every step of the way.
See Disclosures
General Information
Firm Start Year
2003
No. of Employees
2-4
Firm CRD#
127896
Name of Custodial Firm
Charles Schwab Institutional
Years of Experience in Financial Services
30
Number of Years with Current Firm
19
Work Experience
Bland worked as the Chief Financial Officer at Trust Company of the South where he managed the financial risk of the organization. He also developed and implemented the financial planning strategies for the Company's clients. Prior to Trust Company of the South, Bland was Chief Financial Officer for The Delta Group, the country's largest privately-held healthcare information services company. Prior to The Delta Group, he worked as a consultant at KPMG, a big four accounting firm. At KPMG, Bland helped his clients streamline their operations and develop more profitable business models.
Work with the following types of clients
Individual Investors
Advisory Services Provided
Wealth Management, Financial Planning for Individuals, Tax Advice and Services, 401K Rollovers, Investment Advice & Management, Portfolio Management, Retirement Planning
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, CPA, PFS™
Firm Information
Firm's Number of Clients
120
Firm's Number of Planning Clients
120
Firm's Number of Managed Clients
120
Assets Managed by Firm
$240,000,000
Advisor's Number of Clients
120
Advisor's Number of Managed Clients
120
Advisor's Number of Planning Clients
120
Assets Managed by Advisor
$240,000,000
Compensation and Fees
Fee Structure
Fee-Only
Compensation Methods
Based on Assets
Fee % Based on Assets
.95%
Minimum Fee Charged for Managed Accounts
$750/month
Education
Bachelor of Science - Business
Wake Forest University
08/15/1985 -05/12/1989
Master of Business Administration - Business
Wake Forest University
08/15/1991 -05/10/1993
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1889983/rothira-Goepper-Burkhardt-detailed-disclosure.html