Asset Preservation Group Inc

Asset Preservation Group, Inc. is a registered investment adviser with the SEC since October 22, 1999. The firm specializes in providing financial planning services, portfolio management through separately managed accounts, and a third-party asset manager referral program. The firm was established on June 29, 1999, and is owned by Michael Franklin and Vernon R. Billingsley. Asset Preservation Group, Inc. acts as a fiduciary when providing investment advice for retirement accounts, ensuring advice is in the best interest of clients. The firm offers financial planning services covering various areas such as family finances, tax planning, retirement projections, and special needs analysis. For the APG Wrap Fee Program, the annualized fee ranges from 1.00% to 0.65% based on the assets under management. The fees cover transactional costs and commissions on securities trades within the wrap account. Clients have the option to engage third-party asset managers, subject to a minimum initial investment, with fees paid directly to the TPAM. Asset Preservation Group, Inc. does not charge performance-based fees or provide side-by-side management services. Clients have investment discretion, allowing the firm to make portfolio adjustments as needed to maintain investment objectives and risk tolerance. The firm does not vote proxies on behalf of clients and maintains custody of client accounts at TD Ameritrade. Clients receive quarterly account statements and have access to a consolidated summary of all accounts. The firm conducts account reviews periodically or upon client request to ensure continued suitability and appropriateness of investments. Asset Preservation Group, Inc. does not have any disciplinary events to disclose and maintains a strict privacy policy regarding client information.