seller-profile

Bland Burkhardt

531 South Main Street
Suite 303

Greenville, SC 29601

864-370-3244

Connect with Bland

General Information

Firm Start Year

2003

No.of Employees

2-4

Firm CRD#

127896

Name of Custodial Firm

Charles Schwab Institutional

Years of Experience in Financial Services

30

Number of Years with Current Firm

19

Work Experience

Bland worked as the Chief Financial Officer at Trust Company of the South where he managed the financial risk of the organization. He also developed and implemented the financial planning strategies for the Company's clients. Prior to Trust Company of the South, Bland was Chief Financial Officer for The Delta Group, the country's largest privately-held healthcare information services company. Prior to The Delta Group, he worked as a consultant at KPMG, a big four accounting firm. At KPMG, Bland helped his clients streamline their operations and develop more profitable business models.

Work with the following types of clients

Individual Investors

Advisory Services Provided

Portfolio Management, Retirement Planning, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, 401K Rollovers

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, CPA, PFS

Firm Information

Firm's Number of Clients

120

Firm's Number of Planning Clients

120

Firm's Number of Managed Clients

120

Assets Managed by Firm

$240,000,000

Advisor's Number of Clients

120

Advisor's Number of Managed Clients

120

Advisor's Number of Planning Clients

120

Assets Managed by Advisor

$240,000,000

Compensation and Fees

Fee Structure

Fee Only

Compensation Methods

Based on Assets

Fee % Based on Assets

.95%

Minimum Fee Charged for Managed Accounts

$750/month

Education

Bachelor of Science - Business

Wake Forest University
08/15/1985 - 05/12/1989

Master of Business Administration - Business

Wake Forest University
08/15/1991 - 05/10/1993