Greatdane Investment LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greatdane Investment LLC provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. Services include customized portfolio construction using ETFs, mutual funds, individual equity and fixed-income securities, plus tax, estate and marital/divorce financial planning guidance.
The firm develops written investment policy statements tailored to each client’s goals, risk tolerance and liquidity needs, and monitors accounts at least quarterly. Its investment process draws on asset allocation, fundamental and cyclical analysis, diversification, and may incorporate options and selective retention of legacy positions for tax or portfolio-fit reasons.
Greatdane is jointly owned and operated by two partners whose complementary backgrounds — one with extensive trading and securities experience and the other a CFP with private-bank experience — create a cross-generational advisory team uncommon for a firm of this scale. The firm is fee-only, does not participate in soft-dollar arrangements, recommends a specific custodian for client accounts, and maintains written business-continuity and limited-custody safeguards.
Client services
Expertise
Fee options
One-time flat financial planning fee of $4,800
$0 - $1,000,000: 0.85% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$300 per hour for financial planning services
Fee-only: One-time flat financial planning fee of $4,800; hourly financial planning fee of $300/hour
Main office
See officeMoline IL
Advisors at this office
1
Most active in
California · Illinois · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Isabel B
CFP®, Series 66
Franklin, TN
Greatdane Investment LLC
Isabel Biondi is a CFP® with five years of industry experience and currently serves as an advisor at Greatdane Investment LLC. Her prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and Morton Capital. Greatdane Investment LLC provides discretionary investment management and financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio construction and develops written investment policy statements tailored to each client’s goals, risk tolerance, and liquidity needs.
Todd P
Series 66
Moline, IL
Greatdane Investment LLC
Todd Potter is a financial advisor with Greatdane Investment LLC in Moline, IL, holding a Series 66 designation and 26 years of industry experience. He previously worked for Western International Securities, Inc. for 16 years before joining Greatdane Investment LLC in 2022. Greatdane Investment LLC provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and businesses. The firm offers customized portfolio construction and comprehensive planning, using a disciplined investment process that includes asset allocation, fundamental and cyclical analysis, and diversification.
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