AD
CFP
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
4510 Belleview Avenue, Suite 204, Kansas City, MO, 64111
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 →Employment History
Current Registrations
Sterneck Capital Management LLC
December 2018 - Present · 7 yrs 1 mo
Previous Registrations
B. Riley Fbr, INC.Broker
November 2017 - June 2018 · 7 mos
B. Riley & Co., LLCBroker
August 2015 - November 2017 · 2 yrs 3 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.