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 Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Stability Partners Advisory Group works with Gradient Investments, LLC (GI) to manage client investments. GI offers different investment portfolios, and the annual fee is 1.60% of assets for Strategic, Tactical, and Allocation & Defined Outcome Portfolios. For Preservation Portfolios, the annual fee is 1.00% of assets. For Client Directed Accounts, the annual fee is $300. These fees are negotiable and assessed quarterly. Stability Partners Advisory Group receives a portion of the fee from GI.
Location
20008 Champion Forest Dr., Suite 1101, 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 Registrations2 states
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.