Asset Preservation Group, Inc. offers financial planning and portfolio management services through separately managed accounts. They also have a third-party asset manager referral program. APG works with clients to identify their investment objectives, develop strategies, and monitor their portfolios, making adjustments as needed. They provide advice on various investments, including stocks, bonds, ETFs, and mutual funds.
Assets Under Management$280M
Clients334
Advisors2
Avg. per Client$840K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees include transactional costs and commissions. Household accounts are aggregated for fee calculation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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