Stronghold Capital Partners provides investment management services for individuals and businesses, creating tailored investment strategies based on client goals and risk tolerance. They also offer financial planning services, covering areas like retirement, risk management, tax reduction, and estate preservation. Stronghold also acts as a solicitor, recommending third-party managers like Howard Capital and Portfolio Medics, and monitoring their performance. They also provide ERISA plan services to qualified retirement plans.
Assets Under Management$33M
Clients393
Advisors13
Avg. per Client$84K
Avg. per Advisor$2.5M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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