Asset Accumulation, Protection, Preservation and Transfer, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,556,257
Clients
23
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$589,402
About
The firm provides investment advisory and financial planning services to individuals, trusts, estates and various entities, including corporations, LLCs and family limited partnerships. It delivers much of its advice through wrap‑fee "manager of managers" programs and also offers abbreviated written or oral financial plans, valuation services for family limited partnerships/LLCs, and facilitation of conservation easement investments.
The investment process focuses on asset allocation, portfolio construction and third‑party manager selection, using sponsors and programs such as SEI, Brinker Capital and mutual fund families like T. Rowe Price, and relies on ongoing manager monitoring and performance reviews. The firm generally operates in a non‑discretionary capacity: recommendations are presented and implemented only with client approval, and clients choose among the proposed manager programs.
A distinctive feature is the integration of legal, tax and insurance expertise with advisory services: the principal maintains credentials and practices as an attorney and CPA, prepares estate, trust and gift tax returns, and holds life/health and annuity licenses, with related implementation options disclosed as potential conflicts of interest. Those professional affiliations and the firm’s niche offerings (FLP/LLC valuations and conservation easement facilitation) are atypical among independent advisers and may appeal to clients seeking coordinated legal, tax and insurance support alongside investment advice.
Client services
Financial planning
Portfolio management
Selection of other advisers
Valuation services (discounts)
Expertise
Wealth management
Tax-loss harvesting
Long-term care insurance
Disability insurance
Fee options
$0 - $999,999: 0.8% $1,000,000+: 0.5%
$250 per hour (or as agreed upon) for financial planning advisory services
Account minimum: $1,000,000
Main office location
Asset Accumulation, Protection, Preservation and Transfer, LLC
Blue Ridge GA, United States
Number of offices
1
Most active in
Asset Accumulation, Protection, Preservation and Transfer, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
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.
Forms ADV
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