Asset Protection Group provides investment management and financial planning services to individuals. The firm operates by partnering with third-party money managers and sub-advisors to build, monitor, and execute investment strategies across various portfolio types, such as strategic, tactical, and preservation portfolios. In addition to investment management, Asset Protection Group offers financial planning and consulting covering topics such as wills, trusts, investments, taxes, and insurance. The firm operates as a registered investment advisor based in Sunrise, Florida, and is led by its sole owner and chief compliance officer, William Gruntler. Clients can also access educational seminars and workshops on investing. Asset Protection Group places a strong emphasis on aligning its strategies with each client's specific goals, risk tolerance, and time horizon, while utilizing third-party managers to handle day-to-day trading and portfolio execution.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Schedule reflects Triad Wealth Partners sub-advisory fees. The firm also offers alternative fee schedules through other third-party money managers ranging from 1.00% to 1.95% total annual fees.