Advisor at Asset Preservation Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Preservation Advisors, LLC
Location
Atlanta, GA 30326
Credentials
Series 65, Series 66
Industry experience
2 years
Wesley Williams is a financial advisor at Asset Preservation Advisors, LLC in Atlanta, GA, holding Series 65 and Series 66 licenses with one year of industry experience. He has worked at Asset Preservation Advisors in various capacities since 2013. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering discretionary and non-discretionary services across taxable and tax-exempt portfolios. The firm employs an active fixed-income strategy focused on yield-curve analysis, credit research, sector allocation, and diversification, managing roughly $10.6 billion in assets with a small advisory 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 Prevention Advisors
2023 - Present (3 years)
Asset Prevention Advisors
2017 - 2022 (5 years)
Asset Prevention Advisors
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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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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