Goepper Burkhardt LLC

Goepper Burkhardt LLC, established in 2003, is a Registered Investment Adviser specializing in retirement wealth management. Operating as a fee-only fiduciary, the firm offers portfolio management and retirement planning services primarily for individuals and families. With assets under management totaling $325,688,140, the firm's compensation is solely from fees paid directly by clients, with a tiered fee schedule ranging from 0.95% to 0.25% based on assets under management. Clients have discretion over implementation decisions and can impose restrictions on investments. The firm's investment strategies include strategic asset allocation and fundamental analysis, utilizing sources like Morningstar and SEC filings. GB emphasizes portfolio diversification and offers active or passive approaches based on client objectives. The firm's three officers/advisors have extensive financial backgrounds and hold certifications such as CFP®, CPA, CFA®, and PFS. GB's business practices adhere to a Code of Ethics, ensuring client interests are prioritized. GB does not charge performance-based fees, manages client accounts with discretion, and provides services to retirement-minded individuals, foundations, trusts, and estates. The firm requires a minimum account size of $1,000,000 or a minimum fee of $750 per month, with exceptions based on various metrics. Clients are encouraged to review account statements provided by custodians Schwab Institutional and Nationwide. GB maintains a business continuity plan and a privacy policy to safeguard client information and ensure confidentiality.