Stability Partners Advisory Group, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

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.

Assets Under Management$140M
Clients195
Advisors3
Avg. per Client$720K
Avg. per Advisor$47M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees vary by investment strategy ranging from 1.00% to 1.65% annually. The primary Strategic and Allocation portfolios are 1.50%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location

3 Advisors at this firm

Stability Partners Advisory Group, LLC - Fees, AUM & Advisors | TrueAdvisor