Asset Preservation Advisors, LLC
Assets Under Management
$10.7B
Number of Clients
2,954
Number of Advisors
7
Average Client AUM
$3.6M
AUM per Advisor
$1.5B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Asset Preservation Advisors, LLC (APA) provides municipal bond investment advisory services to clients in separately managed accounts and manages municipal bond funds. APA offers discretionary and non-discretionary investment supervisory services, focusing on tax-exempt and taxable municipal bond portfolios. They also provide sub-advisory services to unaffiliated investment advisers.
Fee Structure
APA charges an annual fee based on net assets under management. The APA High Quality Intermediate Tax-Exempt, APA Taxable Municipal, and APA Positive Impact Tax-Exempt Strategies charge 0.35%. The APA Enhanced Short-Term Tax-Exempt Strategy charges 0.20%. The APA Enhanced Intermediate Tax-Exempt Strategy charges 0.40%. Fees are paid quarterly in advance. In limited instances, APA charges a fixed fee for its advisory services, which are negotiated. APA's fees are negotiable. For separate accounts, APA generally requires a minimum of $500,000, which may be waived.
Areas of Practice
Location
3344 Peachtree Road, Ne, Suite 2050, Atlanta, GA, 30326