Brandie Giffin is a registered investment advisor at Sterneck Capital Management LLC, based in Kansas City, MO, with 9 years of industry experience. Brandie 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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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
State Registrations3 states
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