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seller-profile

Alec Bethurum

Sterneck Capital

4510 Belleview Ste 204

Kansas City, MO 64111

8162682233

Connect with Alec

About Sterneck Capital

We began with one intention: To Serve the individual, not the institutional. Our firm has been offering clients investment management and financial planning insights for more than a quarter century. Founded in 1989 as a New York City based hedge fund, we moved our practice to Kansas City in 1999 and transitioned to offering individuals and families access to institutional level financial planning and asset management. Today, we're proud to be a fee-only firm with a fiduciary responsibility to put our clients and their needs first, always. We view every relationship as long-term and are proud to serve multiple generations of families. From Wall Street to Fortune 500 management, from MBAs to CFP® professionals, our team brings a wealth of diverse experience to our firm and our clients.

See Disclosures

General Information

Firm Start Year

1989

No. of Employees

5-9

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

BA - History

Colgate University
1994 -1998

Disclosures

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Additional Detailed Disclosures
https://www.rothira.org/disclosure/1890447/rothira-Sterneck-Capital-detailed-disclosure.html

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