Asset Preservation Group manages investment portfolios and offers financial planning services for individuals, families, trusts, and businesses. Asset Preservation Group builds customized investment portfolios using individual stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, typically utilizing bundled fee accounts on major brokerage platforms. Additionally, Asset Preservation Group can refer clients to third-party money managers for specialized investment strategies. The firm's financial planning covers personal budgeting, cash flow and tax analysis, retirement projections, and estate planning needs. Advisors at Asset Preservation Group may also act as licensed insurance agents or registered brokers, creating potential conflicts of interest regarding commissions on insurance products or securities sales.
Fee Structure
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% |
| $4.0M - $6.0M | 0.65% |
| $6M+ | 0.55% |
Household accounts are aggregated for fee calculation purposes.