Eric Elam
Eric Elam is a registered investment advisor at Stronghold Capital Partners LLC, based in Scottsdale, AZ, with 14 years of industry experience. Eric 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
Scottsdale, AZ
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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
Eric is an insurance agent with Stronghold Wealth Partners LLC since January 2023, dedicating minimal time. He also owns Elam LLC, a financial services company, since May 2012, taking about half of Eric's time.
Employment History
Current Registrations
Stronghold Capital Partners LLC
Previous Registrations
Calchoice Wealth Management LLC
Sterling Investment Advisor, INC.
State Registrations1 state
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