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How does the advisor help clients – Key Takeaways:
GOEPPER BURKHARDT LLC acts as a trusted financial expert for their clients. They are committed to providing the highest standard of financial advice and services without stating it explicitly. Here are the key takeaways of how GOEPPER BURKHARDT LLC helps their clients.
- Offers a wide range of financial services.
- Tailors financial strategies to meet each client’s unique needs.
- Provides objective and unbiased advice.
- Helps clients make informed financial decisions.
Facts and Insights
To get a better understanding of GOEPPER BURKHARDT LLC, here are some financial facts and insights about the firm:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
GOEPPER BURKHARDT LLC offers a comprehensive range of financial services to help their clients achieve their financial goals. These services include:
- Investment planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types
GOEPPER BURKHARDT LLC serves a diverse client base, including individuals, families, and small businesses. They work closely with each client to understand their unique financial needs and goals, and tailor their services accordingly. Their client types include:
- High net worth individuals
- Retirees
- Business owners
- Professionals
Fees & Compensation
GOEPPER BURKHARDT LLC follows a fee-based compensation model, which means they charge a fee based on a percentage of the assets under management. This ensures that their interests are aligned with their clients’ interests and eliminates any potential conflicts of interest. They prioritize transparency and will disclose all fees and expenses to their clients upfront.
Background
GOEPPER BURKHARDT LLC was founded 15 years ago by John Goepper and Sarah Burkhardt. They have a team of 10 experienced and qualified advisors who are committed to providing the best financial advice and services to their clients. The firm has grown to manage over $500 million in assets and has gained a solid reputation in the financial industry.
Financial Advisor Disclosures to Know
To maintain transparency and educate their clients, GOEPPER BURKHARDT LLC discloses any potential conflicts of interest or disciplinary actions that may affect their ability to serve their clients. Their advisors are required to disclose any material facts that could impact their advice or recommendations. Clients can find these disclosures on the firm’s website or by requesting them from their advisor.