Asset Preservation Advisors (APA) offers municipal bond investment advice and management. APA manages individual client accounts and municipal bond funds. APA's advice focuses on tax-exempt and taxable municipal bond portfolios. Investments are managed based on each client's objectives and guidelines. APA also works with wrap-fee program sponsors.
Assets Under Management$11B
Clients2,954
Advisors7
Avg. per Client$3.6M
Avg. per Advisor$1.5B
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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