Brandon Hodge is a registered investment advisor at Asset Preservation Advisors, LLC, based in Atlanta, GA. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,954 clients with $11B 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 | 0.35% |
APA High Quality Intermediate Tax-Exempt, APA Taxable Municipal and APA Positive Impact Tax-Exempt Strategies charge 0.35%. APA Enhanced Short-Term Tax-Exempt Strategy charges 0.20%. APA Enhanced Intermediate Tax-Exempt Strategy charges 0.40%. Fees are negotiable.
Fee Estimator
Location
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA, 30326
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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 →Employment History
Current Registrations
Asset Preservation Advisors, LLC
State Registrations1 state
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