Robert Flink is a CFP-designated registered investment advisor at Goepper Burkhardt LLC, based in Greenville, SC, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 179 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.55% |
| $5.0M - $6.0M | 0.45% |
| $6.0M - $7.0M | 0.35% |
| $7M+ | 0.25% |
The resulting fee is a blended rate of all the tiers. Any annuity management fees are charged based on a flat fee corresponding to the lowest tier of your fee schedule and are deducted directly from the annuity. There is a $750 per month fee for portfolios less than $1,000,000.
Fee Estimator
Location
531 South Main Street, Suite 303, Greenville, SC, 29601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Goepper Burkhardt LLC
Previous Registrations
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Highland Capital Funds Distributor, INC.Broker
Nexbank Securities INCBroker
Stadion Money Management, LLC
Alps Distributors, INC.Broker
Realty Capital Securities, LLCBroker
Cole Capital CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.