Frank Sterneck is a registered investment advisor at Sterneck Capital Management LLC, based in Park City, UT, with 28 years of industry experience. Frank 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
Park City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Frank is a general partner at Sterneck Capital Management LP, a registered investment advisor. This activity is investment-related.
Employment History
Current Registrations
Sterneck Capital Management LLC
Previous Registrations
Westport Resources Management INC
State Registrations3 states
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