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. They manage accounts on a discretionary basis, allocating assets among equities, ETFs, mutual funds, debt securities, and private investments. They also offer complimentary leadership coaching to investment management clients.

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax Planning
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Location

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

4 Advisors at this firm

Sterneck Capital Management Llc | TrueAdvisor