Asset Preservation Group Inc logo

Asset Preservation Group Inc

Updated today

Client assets under management

$321,172,762

Clients

330

29% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

165

Very High

Average account size

$973,251

About

Asset Preservation Group, Inc. advises individuals (including high-net-worth clients), trusts, estates, retirement plans, and business entities, providing financial planning and portfolio management through separately managed accounts as well as a third‑party asset manager referral program. The firm serves roughly 330 client relationships and manages about $321 million in client assets with a small advisory team.

APG develops personalized plans based on client objectives and risk tolerance, employing charting, fundamental, and technical analysis and offering advice across a broad set of instruments including individual stocks, bonds, options, mutual funds, ETFs, and various alternative investments. Portfolios are implemented on wrap accounts with custodians (Charles Schwab, Fidelity, or Axos) and are monitored and adjusted on an ongoing basis; APG also discloses its fiduciary role for retirement accounts.

What is noteworthy for a firm of this size is that APG both sponsors and manages its own wrap‑fee program and also acts as a solicitor for multiple third‑party asset managers (including relationships with firms such as Hanlon, AssetMark, SEI, PFM, and BTS). The firm combines household accounts for breakpoint treatment, makes a range of TPAM options available, and maintains advisory personnel who also hold insurance and broker‑dealer registrations — arrangements disclosed as potential sources of conflicts of interest.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management Cash flow / budgeting General tax planning Retirement income strategy

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.65% $6,000,001+: 0.55%

Commissions

Advisory Agents may receive commissions from insurance sales and securities transactions through broker-dealer affiliations.

Other

Fee-only: Advisory fees based on assets under management; no commissions on wrap accounts except for separate insurance or brokerage transactions.

Main office location

Asset Preservation Group Inc

2750 William D. Tate Ave., Suite 100

Grapevine TX 76051, United States

Number of offices

1

Most active in

California · Florida · Georgia · Louisiana · North Carolina · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael F

CFP®, Series 63, Series 65

Grapevine, TX

Asset Preservation Group Inc

Michael Franklin is a CFP® with over 22 years of experience in financial advising. He is a principal at Asset Preservation Group, Inc., where he has worked since 2007, and previously held roles at Purshe Kaplan Sterling Investments and National Planning Corporation. In addition to his financial career, he has been a pilot for American Airlines since 1991. Asset Preservation Group, Inc. serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $280 million in client assets. The firm offers financial planning and discretionary portfolio management through separately managed accounts and a wrap fee program, utilizing both in-house management and third-party asset managers.

Wealth management Cash flow / budgeting General tax planning Retirement income strategy
user avatar

Vernon B

Series 63, Series 65

Grapevine, TX

Asset Preservation Group Inc

Vernon Billingsley is a financial advisor with Asset Preservation Group Inc in Grapevine, TX, holding Series 63 and Series 65 designations and bringing 38 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Inc and National Planning Corporation before joining Asset Preservation Group Inc, where he has been since 1999. Outside of advisory work, he is involved in life insurance and fixed annuity sales. Asset Preservation Group, Inc. serves individuals, trusts, estates, retirement plans, and business entities across approximately 334 client relationships. The firm provides financial planning and discretionary portfolio management, including its proprietary APG Separately Managed Account Wrap Fee Program, and advises on a broad range of investment instruments while acting as a fiduciary for retirement accounts.

Wealth management Cash flow / budgeting General tax planning Retirement income strategy
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