Austin Lloyd Drake

CFP

Sterneck Capital Management LLC

9 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax Planning

Sterneck Capital Management LLC

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

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.

Employment History

Current Registrations

Sterneck Capital Management LLC

December 2018 - Present · 7 yrs 2 mos

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.