Nathan Powell
Nathan Powell is a CFP-designated registered investment advisor at Stability Partners Advisory Group, LLC, based in Spring, TX, with 4 years of industry experience. Nathan 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
Nathan is an associate partner and insurance agent at Stability Partners LLC since 2021. This investment-related activity takes up nearly full-time hours.
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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