Stability Partners Advisory Group, LLC provides financial planning and investment management services. For investment management, Stability Partners Advisory Group has a co-advisory relationship with Gradient Investments, LLC (GI). Stability Partners helps clients determine the appropriate investment model based on their goals and risk tolerance and has discretion to select suitable models. The firm also offers financial planning services on a fixed fee basis.
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.