Asset Protection Group

Overview

Asset Protection Group is an independent, Florida-registered advisory corporation that serves individual and family clients. The firm operates with an individual owner and provides a mix of financial planning, portfolio management for individuals and small businesses, selection of third-party advisers, and educational seminars or workshops. It also functions as an insurance broker. Asset Protection Group acts as a capital allocator to external managers and charges a mix of fee types — percentage of AUM, hourly, fixed fees and other arrangements. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices