Kevin Woods is a registered investment advisor at Asset Preservation Advisors, LLC, based in Atlanta, GA, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 3,029 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% |
Rates vary by strategy: Short-Term Tax-Exempt is 0.20%, High Quality Intermediate, Taxable Municipal, and Positive Impact are 0.35%, and Enhanced Intermediate Tax-Exempt is 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 →Other Business Activities
Kevin is a minority owner of Fixed Income Advisors, Inc., which serves as a general partner to private partnerships managed by Asset Preservation Advisors, Inc. This activity is investment-related.
Employment History
Current Registrations
Asset Preservation Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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