BG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
262 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$277.9M
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Financial Plan Fee:$500 - $3,500
SCM is compensated through asset-based management fees ranging from 0.40% to 1.50%, with 1.0% being most typical. Management fees are negotiable. Financial planning for non-managed clients ranges from $500 to $3,500, charged upon completion. Fees may be higher or lower depending on the relationship, account complexity, or pre-existing agreements.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
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Advisor Information
Office location
Waterloo, NE
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brandie and her husband rent out the lower level of their lake home via Airbnb. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Sterneck Capital Management LLC
September 2016 - Present · 9 yrs 4 mos
State Registrations3 states
MONETX
Advisor
Exams
No exam information available for this advisor.