Keith Downey
Keith Downey is a CFP, ChFC-designated registered investment advisor at Stronghold Wealth Management L.L.C., based in Tampa, FL, with 27 years of industry experience. Keith 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 West Cleveland Street, Tampa, FL, 33606
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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
Keith is an independent licensed insurance agent. This requires minimal time.
Employment History
Current Registrations
Stronghold Wealth Management L.L.C.
Previous Registrations
Harvard Advisors, L.L.C.
Ameriprise Financial Services, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
American Express Financial Advisors, INC.
State Registrations4 states
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.