Goepper Burkhardt (GB) offers portfolio management and retirement planning, which they call retirement wealth management, primarily for individuals and families. GB specializes in investing, retirement planning, tax planning, and family wealth transfer. GB may recommend other professionals (e.g., lawyers, accountants, etc.) at the request of the client. The firm's compensation is solely from fees paid directly by clients.
Assets Under Management$330M
Clients179
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$9,000
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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