Wesley Williams is a registered investment advisor at Asset Preservation Advisors, LLC, based in Atlanta, GA, with 2 years of industry experience. Wesley 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 →Employment History
Current Registrations
Asset Preservation Advisors, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Sterne Agee Investment Advisors, INC.
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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