Sterneck Capital Management provides wealth management and investment advice, managing investment portfolios for individuals, trusts, and corporations. Services include financial planning and executive coaching. The firm manages 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
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.