Wesley Williams is a registered investment advisor at Asset Preservation Advisors, LLC, based in Atlanta, GA, with 1 years of industry experience. Wesley 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
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.