Sterneck Capital Management has been providing wealth management services and investment advice since 1989. The firm creates personalized portfolios using individual stocks, exchange-traded funds, mutual funds, bonds, and alternative investments, managing accounts on a discretionary basis where trades are made according to an agreed-upon investment plan. In addition to investment management, Sterneck Capital Management offers comprehensive financial planning covering areas such as retirement income strategies, cash flow analysis, tax planning, and estate planning through a digital partnership with Wealth.com. The firm also provides leadership coaching to interested investment management clients. Sterneck Capital Management typically works with individuals, families, trusts, and retirement accounts, recommending a minimum portfolio size of $500,000, which can be negotiable.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual asset-based fees range from 0.40% to 1.50%, with 1.0% being most typical. Fees are negotiable based on household assets under management, investment mandate, and prior fee arrangements.