Advisor at Asset Preservation Advisors, LLC
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Firm
Asset Preservation Advisors, LLC
Location
Atlanta, GA 30326
Credentials
Series 65
Industry experience
10 years
Patricia Hodgman is a Series 65-licensed financial advisor with Asset Preservation Advisors, LLC in Atlanta, GA. She has 10 years of industry experience and has been with Asset Preservation Advisors since 2015. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary portfolio services focused exclusively on taxable and tax-exempt municipal bond strategies. The firm employs an active fixed-income approach that includes yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a team of 21 advisors.
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
Florida · Georgia
Asset Preservation Advisors, Inc.
2015 - Present (11 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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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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