Advisor at Asset Preservation Advisors, LLC
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Firm
Asset Preservation Advisors, LLC
Location
Atlanta, GA 30326
Credentials
CFA®, Series 66
Industry experience
16 years
Wesley Pond is a CFA® charterholder with 16 years of industry experience. He has worked at Asset Preservation Advisors, LLC since 2019 and previously held roles at SunTrust Advisory Services and Suntrust Investment Services, Inc. in Atlanta, GA. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary taxable and tax-exempt portfolios. The firm employs an active fixed-income approach focused on yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small team of 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
Georgia
Asset Preservation Advisors, LLC
2019 - Present (7 years)
SunTrust Advisory Services
2016 - 2019 (3 years)
Suntrust Investment Services, Inc.
2014 - 2019 (5 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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