Asset Protection Group manages investment portfolios and provides comprehensive financial planning services, including retirement planning, tax planning, insurance planning, and estate planning. Led by Jeffrey A. Riblet, the firm uses fundamental analysis and modern portfolio theory to build and oversee client investments. In addition to investment management and financial planning, Asset Protection Group offers real estate consulting and sells insurance products for commissions. The firm works with high net worth individuals, families, businesses, and retirement plans.
Assets Under Management$8.2M
Clients37
Advisors1
Avg. per Client$220K
Avg. per Advisor$8.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fee ranges from 0.50% to 2.0% depending on account size and complexity.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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