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Stronghold Wealth Management L.L.C.

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Client assets under management

$171,744,730

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Clients

143

31% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

72

High

Average account size

$1,201,012

About

Stronghold Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients), retirement plans, corporations and charitable organizations. Services are delivered both through the firm’s own management and by accessing Envestnet’s Private Wealth Management platform, which offers separately managed accounts, model portfolios, mutual fund and ETF solutions.

The firm’s investment process combines fundamental, technical and charting analysis and implements a mix of long-term, short-term and trading strategies tailored to each client’s objectives, risk tolerance and liquidity needs. Stronghold selects and monitors third‑party sub-managers via Envestnet, conducts at least quarterly reviews of managed accounts, and provides clients with quarterly performance and account reports.

Notably, Stronghold is the sponsor of a wrap-fee program (the Stronghold Investment Portfolio Service), a structure the brochure discloses creates a potential conflict of interest because the firm pays trading costs on clients’ behalf. The firm also accesses strategies that include derivatives exposure — such as options and futures through Envestnet sub-managers and separately managed accounts — a capability that is less common among its supported-firm peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management General retirement planning General estate planning guidance Cash flow / budgeting

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees typically range from $1,000 to $5,000

Percentage

Up to $99,999 - $99,999: 1.40% - 2.00% $100,000 - $249,000: 1.35% $250,000 - $499,000: 1.25% $500,000 - $749,999: 1.15% $750,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.90% $3,000,000 - $5,999,999: 0.80% $6,000,000 - $7,999,999: 0.75% $8,000,000 - $9,999,999: 0.70% $10,000,000 - $14,999,999: 0.60% $15,000,000+: 0.25% - 0.55%

Project-based

$250 per hour (negotiable) for financial planning services

Other

Account minimum: $500,000 Fee-only: Financial planning fees: $250/hour (negotiable); fixed fee typically $1,000 to $5,000; pension consulting fees tiered (see tiers below); wrap fee program available.

Main office location

Stronghold Wealth Management L.L.C.

1005 West Cleveland Street

Tampa FL 33606, United States

Number of offices

1

Most active in

More info

Florida · Georgia · Oklahoma · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 813-775-7099

Advisors at this firm

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user avatar

Richard A

CFA®, Series 63, Series 65

Tampa, FL

Stronghold Wealth Management L.L.C.

Richard Alley is a CFA® charterholder with 29 years of industry experience. He has worked at Stronghold Wealth Management L.L.C. since 2016 and spent 20 years at Ameriprise Financial Services Inc. He is involved in fiduciary roles and serves as president of Lionfish Capital Holdings, LLC, a holding company. Stronghold Wealth Management serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines its own wrap fee program with third-party programs through Envestnet, employing a range of investment strategies and monitoring sub-managers to execute client-specific investment policies.

Wealth management General retirement planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
user avatar

Keith D

CFP®, ChFC®, Series 66

Tampa, FL

Stronghold Wealth Management L.L.C.

Keith Downey is a CFP® and ChFC® with 27 years of industry experience. He has been with Stronghold Wealth Management L.L.C. since 2012. Downey is also an independent licensed insurance agent. Stronghold Wealth Management serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines its own wrap fee program with third-party platforms to deliver a mix of separately managed accounts, mutual fund and ETF solutions, and multi-manager strategies.

Wealth management General retirement planning General estate planning guidance Cash flow / budgeting Founder/Business Owner
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