Stronghold Wealth Management offers investment management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. For investment management, Stronghold develops a client's personal investment policy and manages a portfolio based on that policy. Financial planning services include a comprehensive evaluation of a client’s current and future financial state, covering areas like personal finances, taxes, investments, insurance, retirement, and estate planning.
Assets Under Management$150M
Clients143
Advisors2
Avg. per Client$1M
Avg. per Advisor$75M
www.linkedin.com/company/3249014 ·www.linkedin.com/company/stronghold-wealth-mana... ·www.strwealth.com
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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