Asset Preservation Capital provides financial planning and investment management services. Financial planning includes comprehensive plans, ongoing monitoring, and consulting on specific topics. Investment management is tailored to individual goals and risk tolerance, using model portfolios. They also recommend and monitor third-party investment advisors. Asset Preservation Capital may recommend insurance products and tax preparation services through affiliated businesses.
Fee Structure
Asset Preservation Capital charges a percentage of your portfolio each year. The maximum annual management fee is 2.00%, but this fee is negotiable based on the size of your account. The fee is collected monthly, either at the beginning or end of the month, based on the value of your account. This fee does not include ticket charges or other transaction fees. They also recommend third-party investment advisors and may receive a portion of their management fee.