ASSET PROTECTION GROUP

Overview

Asset Protection Group is an independent registered investment adviser organized as a corporation that serves individual and family clients. The firm positions itself as a capital allocator, combining advisory services with insurance brokerage capabilities. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. Fee arrangements are flexible and include percentage of AUM, hourly billing, fixed fees and other structures. The firm does not self-identify as an active ESG investor and is structured to operate within a single state rather than as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives