Welcome to Asset Protection Group, LLC
Asset Protection Group, LLC (APG) is a leading financial advisory firm providing expert guidance on wealth management and asset protection strategies.
Founded over 10 years ago, APG has become a trusted partner for clients looking to secure their financial future. The team at APG consists of highly qualified financial professionals with a vast knowledge of the industry and a commitment to delivering personalized and specialized services to each client.
How Does the Advisor Help Clients – Key Takeaways:
- Expert guidance on wealth management and asset protection strategies
- Highly qualified and experienced financial professionals
- Personalized and specialized services
Facts and Insights
- Founded in 2008
- Located in New York City
- Over 10 years of experience in the financial industry
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 15 | 10+ |
Financial Services Offered
- Wealth Management
- Asset Protection Strategies
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
- High net-worth individuals
- Small business owners
- Families
- Corporate executives
Fees & Compensation
APG operates on a fee-based compensation structure, meaning clients pay a set percentage of their assets under management as a fee. This approach aligns our interests with those of our clients, as our success is directly tied to the performance of their investments.
Fees for our services may vary depending on the complexity of the client’s financial situation and the services provided. We are committed to transparency and will always discuss and agree upon fees with our clients before any work is done.
Background
The team at APG has a combined experience of over 50 years in the financial industry. We have built a strong reputation for our knowledge, expertise, and commitment to providing top-notch services to our clients.
We are constantly staying up-to-date with industry trends and changes to ensure that we are providing our clients with the most relevant and effective strategies for their financial needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, APG is required to adhere to strict compliance and disclosure regulations. This means we have a fiduciary duty to act in the best interests of our clients and to fully disclose any conflicts of interest that may arise.
We are proud to say that APG has a clean record with no disciplinary actions or disclosures on file. We take our responsibilities seriously and prioritize integrity and transparency in all of our dealings.