Robin Sterneck is a registered investment advisor at Sterneck Capital Management LLC, based in Kansas City, MO, with 10 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 265 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sterneck Capital Management's annual asset-based management fees range from 0.40% to 1.50%, with 1.0% being most typical. Fees are negotiable and depend on the value of assets managed, investment mandate, and continuity of former fee arrangements. Fees are billed quarterly based on the gross assets of the account.
Location
1251 NW Briarcliff Pkwy, Ste 95, Kansas City, MO, 64116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robin is a trustee for EPR Properties, Inc., a REIT, since 2013. She also receives pay as a facilitator/trainer for an Emerging Leaders Course and as a business consultant and speaker on leadership and related topics.
Employment History
Current Registrations
Sterneck Capital Management LLC
State Registrations2 states
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