Stephen Brown
Stephen Brown is a registered investment advisor at Stronghold Capital Partners LLC, based in Scottsdale, AZ, with 9 years of industry experience. Stephen 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
Stephen is an insurance agent through Stronghold Wealth Partners, spending about half his time transacting in insurance-related products. He also owns Three Past Nine, LLC, a business holding company, and Retirement Level Up, a financial education platform, dedicating minimal time and a few hours per week, respectively.
Employment History
Current Registrations
Stronghold Capital Partners LLC
Previous Registrations
Cal Choice Wealth Management, INC
Horter Investment Management, LLC
Sterling Investment Advisor, INC.
State Registrations3 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.