Frank Martin Sterneck

Sterneck Capital Management LLC

28 Years of Experience

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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.

Other Business Activities

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

December 2009 - Present · 16 yrs 2 mos

Previous Registrations

Westport Resources Management INC

October 1997 - December 2015 · 18 yrs 2 mos

State Registrations3 states

MOTXUT

Advisor

Exams

No exam information available for this advisor.