Advisor at Asset Preservation Advisors, LLC
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Firm
Asset Preservation Advisors, LLC
Location
Atlanta, GA 30326
Credentials
Series 65
Industry experience
< 1 year
Brandon Hodge is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA. He holds a Series 65 designation and has been with the firm since 2023. Prior to joining Asset Preservation Advisors, he held roles at Wild Dunes Resort, Forest Lake Club, and educational institutions including the University of South Carolina, University of Idaho, and St. Joseph's Catholic School. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary advisory services focused on taxable and tax-exempt municipal bond portfolios. The firm employs an active fixed-income strategy emphasizing yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.
Fixed fees for advisory services negotiated on a case-by-case basis.
$0+: 0.35% annually (APA High Quality Intermediate Tax-Exempt, APA Taxable Municipal, APA Positive Impact Tax-Exempt Strategies) $0+: 0.20% annually (APA Short-Term Tax-Exempt Strategy) $0+: 0.40% annually (APA Enhanced Intermediate Tax-Exempt Strategy)
Account minimum: $500,000 Fee-only: Fixed fees negotiated based on client type, asset class, relationship, portfolio complexity, account size or special circumstances.
3344 Peachtree Road, Ne, Suite 2050
Atlanta, GA 30326
Georgia
Asset Preservation Advisors
2024 - Present (2 years)
Asset Preservation Advisors
2023 - 2023 (1 year)
Wild Dunes Resort
2022 - 2022 (1 year)
Forest Lake Club
2021 - 2024 (3 years)
University of South Carolina
2021 - 2024 (3 years)
University of Idaho
2019 - 2021 (2 years)
St. Joseph's Catholic School
2012 - 2019 (7 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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