Sterneck Capital Management LLC
Assets Under Management
$277.9M
Number of Clients
262
Number of Advisors
4
Average Client AUM
$1.1M
AUM per Advisor
$69.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SCM provides wealth management services, investment advice, and financial planning to individuals, trusts, and organizations. They manage accounts on a discretionary basis, allocating assets among equities, ETFs, mutual funds, debt securities, and private investments. Leadership coaching is offered as part of investment management services.
Fee Structure
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
Location
4510 Belleview Avenue, Suite 204, Kansas City, MO, 64111