RS
RS

Robin Peppe Sterneck

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
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
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Location

4510 Belleview Avenue, Suite 204, Kansas City, MO, 64111

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History

Regulatory 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.

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Other Business Activities

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
June 2015 - Present · 10 yrs 8 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.