GOEPPER BURKHARDT LLC
Greenville, South Carolina
Goepper Burkhardt LLC is a highly regarded investment advisory firm based in Greenville, SC. With over 40 individual clients and an impressive $240,946,000 in assets under management, they have established themselves as a trusted partner in wealth management. Despite being a small firm with only one office, Goepper Burkhardt LLC offers comprehensive services tailored to meet the diverse needs of their clientele.
While the majority of their assets under management are discretionary, comprising 98% of the total, Goepper Burkhardt LLC also possesses the expertise to manage employer funds. Although 401K and individual accounts consti...
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Assets Under Mgmt
$240.95M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Articles
Articles
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