Stronghold IG offers investment management and consulting services to individuals and institutions. Stronghold focuses on growing and protecting assets through investment strategies and third-party manager selection. Services include investment advice, consulting on investment and non-investment matters, financial planning, retirement plan consulting, and outsourced chief investment officer/financial officer services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$4,800
Stronghold IG charges a percentage of your portfolio's value annually, ranging from 0.50% to 1%, although fees may be higher or lower for legacy clients. A minimum quarterly fee of $1,200 applies, but it can be waived. The fees charged by independent managers are separate from Stronghold's fees and may be higher.
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