Sterneck Capital Management LLC

Retirement Planning Firm in Kansas City, MO

Firm Info
Address: 4510 Belleview Ave #204, Kansas City, MO 64111, USA
Phone: (816) 531-2254

Firm Size
Assets Under Management: $275.8 million
# of Advisors: 5
# of Clients: 607
Client to Advisor Ratio: 121:1
Average Account Size: $454,322
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Sterneck Capital Management LLC Overview

STERNECK CAPITAL MANAGEMENT LLC is a registered investment advisory firm headquartered in Kansas City, MO. The firm has been in business since 1993 and specializes in investment advice only. Their fee arrangement is fee-only, meaning the firm does not receive any commissions on investment products sold. The firm offers a wide range of services to individuals and small businesses, including financial planning and portfolio management. In addition, STERNECK CAPITAL MANAGEMENT LLC provides pension consulting services and publishes periodicals or newsletters to keep clients informed on the latest market trends and investment opportunities. The firm also offers educational seminars and workshops to help clients make informed decisions about their investments. They go the extra mile with other services, including EXECUTIVE COACHING, which allows clients to receive specialized coaching and advice on how to succeed in their professional lives. Overall, STERNECK CAPITAL MANAGEMENT LLC is dedicated to providing clients with personalized investment advice and solutions to help them achieve their financial goals.

STERNECK CAPITAL MANAGEMENT LLC serves a range of clients from individuals to high net worth individuals, as well as pension or profit sharing plans, charitable organizations, and other corporations not listed. STERNECK CAPITAL MANAGEMENT LLC offers a diverse set of services that cater to the unique needs of its clients. When it comes to fee structures, STERNECK CAPITAL MANAGEMENT LLC offers two options, depending on the service rendered. One structure involves charging a percentage of assets under management (AUM). This percentage can vary depending on the amount of assets the client entrusts to the firm. The second option is a fixed fee. This fee is negotiated between the client and STERNECK CAPITAL MANAGEMENT LLC and is typically agreed upon before any services are rendered. The fee structure selected by the client is determined by their specific needs and preferences. STERNECK CAPITAL MANAGEMENT LLC is dedicated to providing its clients with transparency and ethical financial practices, no matter the fee structure selected.

Typical Clients, Fee Structures & Investment Minimum

Based on the note in their Part 2 Brochure, the investment minimum for Sterneck Capital Management LLC is not explicitly stated, but the recommended minimum portfolio size is $500,000. It is worth noting that this amount is negotiable depending on various factors.

How This Office Can Help Kansas City, MO Residents

Sterneck Capital Management LLC is a financial management firm that provides a range of services to clients to help them achieve their short-term and long-term financial goals. Located in Kansas City, MO, Sterneck Capital Management LLC is committed to providing personalized financial assistance to every client. The company helps clients develop an investment plan that aligns with their specific financial goals, risk tolerance, and time horizon. Many residents of Kansas City, MO, face a variety of unique financial challenges. As a result, the expert financial advisors at Sterneck Capital Management LLC provide advice and guidance on a wide range of financial issues. For example, they can help clients plan for retirement, manage investment portfolios, create a budget, and even navigate the complex world of estate planning. The firm’s advisors also help clients understand the current economic landscape, so they can make informed decisions about their investments. Overall, Sterneck Capital Management LLC provides high-quality financial services to help clients in Kansas City, MO, navigate the complex world of finance, so they can achieve their financial goals and improve their overall financial well-being.

To view the Minimum Investment and Fee Schedule for Sterneck Capital Management LLC, visit their Part 2 Brochure.

Services Offered by Sterneck Capital Management LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sterneck Capital Management LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4510 Belleview Ave #204, Kansas City, MO 64111, USA
Phone (816) 531-2254
Opening Hours
  • Mon 8:30 AM–5 PM
  • Tue 8:30 AM–5 PM
  • Wed 8:30 AM–5 PM
  • Thu 8:30 AM–5 PM
  • Fri 8:30 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Sterneck Capital Management LLC is registered to service clients in the following states:

  • Arizona
  • Colorado
  • Florida
  • Illinois
  • Kansas
  • Missouri
  • Nebraska
  • New Jersey
  • New York
  • Oklahoma
  • Texas
  • Utah

Disciplinary History

Sterneck Capital Management LLC does not have any disclosures. Please visit it's Form ADV for more details.