Stronghold Investment Management offers ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement for each client and construct a plan to select a suitable portfolio. Stronghold Investment Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities and non-U.S. securities.
Assets Under Management$710K
Clients3
Advisors1
Avg. per Client$240K
Avg. per Advisor$710K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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