Jean Casagrande
Jean Casagrande is a registered investment advisor at Stability Partners Advisory Group, LLC, based in Spring, TX, with 13 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 195 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees vary by investment strategy ranging from 1.00% to 1.65% annually. The primary Strategic and Allocation portfolios are 1.50%.
Fee Estimator
Location
9070 Gleannloch Forest Drive, Suite 400, Spring, TX, 77379
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jean is a managing member and insurance agent at Stability Partners, LLC, dedicating about half of her time to insurance sales and services. She also owns Stability Partners Property Management, Inc., spending minimal time on property management, and is a director for HC MUD 383, attending approximately one or two meetings per month.
Employment History
Current Registrations
Stability Partners Advisory Group, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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