Nathan Powell
Nathan Powell is a 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 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
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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
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