Sign in Sign up for free

Goepper Burkhardt + Mcgrew, LLC (Greenville)


Goepper Burkhardt + Mcgrew, LLC is a large advisory firm based in Greenville. It manages $146.5 million of regulatory assets for 378 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of South Carolina.

Logo



Goepper Burkhardt + Mcgrew provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Goepper Burkhardt + Mcgrew: assets under management

The assets under management (AUM) of Goepper Burkhardt + Mcgrew, LLC is $146.5 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $146.3 million in discretionary accounts and $200 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $390.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $66.67 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Goepper Burkhardt + Mcgrew, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Greenville

The principal office where Goepper Burkhardt + Mcgrew, LLC performs its advisory services is located at 531 South Main Street, Greenville, SC 29601, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 864-370-3244 or by fax 864-239-0760. The normal business hours are 9:00am - 4:30pm on Monday - Friday. You can find more information about the New York firm at www.goepperburkhardt.com.


Registered investment advisers similar to Goepper Burkhardt + Mcgrew, LLC