Richard Alley
Richard Alley is a CFA-designated registered investment advisor at Stronghold Wealth Management L.L.C., based in Tampa, FL, with 29 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 143 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.40% |
| $100K - $249K | 1.35% |
| $249K - $499K | 1.25% |
| $499K - $750K | 1.15% |
| $750K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.75% |
| $8.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.60% |
| $15M+ | 0.25% |
For accounts $15,000,000 and up, the fee ranges from 0.25% to 0.55%.
Fee Estimator
Location
1005 W. Cleveland Street, Tampa, FL, 33606
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 →Other Business ActivitiesSells Insurance
Richard owns commercial real estate and Lionfish Capital Holdings, LLC, and is the managing member of Mountain Lion Capital, LLC. He also serves in fiduciary capacities, is an insurance agent, and is on the board of the Henry Mitchell Elementary Foundation.
Employment History
Current Registrations
Stronghold Wealth Management L.L.C.
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
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