Asset Protection Group (APG) provides investment management and financial planning services. For investment management, APG uses sub-advisors like Virtue Capital Management, Gradient Investments, and Triad Wealth Partners. APG determines your investment goals and risk tolerance, then selects an appropriate investment strategy. APG also offers financial planning services, including reviews of wills, estate plans, investments, taxes, and insurance. Seminars and workshops are held to educate the public.
Fee Structure
Asset Protection Group (APG) uses third-party money managers and sub-advisors to manage your investments. Fees vary depending on the sub-advisor and the investment strategy used.
Virtue Capital Management (VCM) as Sub-Advisor: Fees range from 1.50% to 1.95% annually, depending on the amount invested. There is also a $12 monthly technology fee.
Gradient Investments (GI) as Third-Party Manager: Fees range from 1.00% to 2.00% annually, depending on the portfolio type (Strategic, Tactical, Allocation & Defined Outcome, Preservation). Client Directed Accounts have a flat fee of $300.
Triad Wealth Partners (TWP) as Sub-Advisor: Fees range from 0.85% to 1.50% annually, depending on the amount invested.