William Young
William Young is a registered investment advisor at Stronghold Capital Partners LLC, based in New Braunfels, TX, with 29 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 393 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to Stronghold's 1% fee, sub-advisors may charge an additional 0.15% to 1% based on assets invested in their models. The annual fee is negotiable.
Fee Estimator
Location
1110 Vintage Way, New Braunfels, TX, 78132
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Stronghold Capital Partners LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Waddell & Reed, INC.Broker
Waddell & Reed, INC.
Planmember Securities CorporationBroker
Planmember Securities Corporation
Freedom Wealth Management, INC.
Nationwide Advisory Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.