Asset Preservation Advisors, LLC
Assets Under Management
$10.7B
Number of Clients
2,954
Number of Advisors
7
Avg. Portfolio per Client
$3.6M
Avg. Managed per Advisor
$1.5B
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Asset Preservation Advisors (APA) offers municipal bond investment advice and management. APA manages investments for individual and institutional clients in separate accounts, and also manages municipal bond funds. APA's services include ongoing monitoring and supervision of client assets, with investment advice limited to tax-exempt and taxable municipal bond portfolios. APA also provides sub-advisory services to other investment advisors.
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
Areas of Practice
Location
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA, 30326