Stability Partners Advisory Group is a financial planning and investment management firm that partners with a third-party money manager, Gradient Investments, to build and manage client investment portfolios. Stability Partners Advisory Group helps clients select appropriate investment models based on their personal risk tolerance and goals, while also offering federal retirement plan services and one-time financial planning projects. The firm does not sell commissioned products directly, though its principals are licensed insurance agents who may offer insurance products separately. Stability Partners Advisory Group emphasizes a personalized approach, ensuring strategies align with each client's specific financial situation.
| 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%.