Asset Preservation Advisors, LLC
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Overview
Asset Preservation Advisors, LLC operates as a financial advisory firm based in Atlanta, Georgia. The firm oversees $5.8 billion in assets under management across 1,848 accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). Asset Preservation Advisors, LLC has a small group, including 13 financial advisors. Asset Preservation Advisors, LLC does not act as a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial assets such as options, bonds and stocks.
Asset Preservation Advisors, LLC administers the majority of its accounts in a discretionary manner. Discretionary management signifies that transaction choices are made by an investment advisor without needing to seek client authorization. It also has one non-discretionary accounts totaling $186,841 in AUM. The company's average account size is $3.1 million. An average advisor at Asset Preservation Advisors, LLC oversees around 142 client accounts.
Asset Preservation Advisors, LLC's main office is at 3344 Peachtree Road, Ne, Atlanta, Georgia 30326. Asset Preservation Advisors, LLC is legally permitted to provide services to customers across 35 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Asset Preservation Advisors, LLC by the Numbers
$5.8 billion
17
1,848
$3.1 million
Fee Structure
Fees charged by financial advisors depend on the type of financial services provided. However, fees charged by the company may include some combination of the following fee types: asset-based or fixed. The firm does participate in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company manages money for a broad range of customers. Asset Preservation Advisors, LLC caters to retail investors, high net worth investors, pooled investment vehicles, charitable organizations and corporations. Out of its 1,848 accounts, Asset Preservation Advisors, LLC's largest client by number of accounts is high net worth investors, but it also caters to 947 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 51.24%
- Other Individuals - 39.34%
- Corporations - 9.15%
- Charitable Organizations - 0.27%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Asset Preservation Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Asset Preservation Advisors, LLC
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
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