Gregory Goff is a CFA, CFP-designated registered investment advisor at Goepper Burkhardt LLC, based in Greenville, SC, with 8 years of industry experience. Gregory 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.
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Learn about disclosures →Employment History
Current Registrations
Goepper Burkhardt LLC
Previous Registrations
Fiduciary Organization, LLC
Sound Wealth Management
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Pruco Securities, LLC.Broker
State Registrations4 states
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