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Featured Advisor



Asset Preservation Advisors




City:Atlanta

State: GA



BIOGRAPHY:
APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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Advisor Client Rating

Morgan Stanley has 146 affiliated Financial Advisors rated on Millionaire Corner’s Best Financial Advisors service, and they have an overall satisfaction rating of 4.42 on a five-point scale. More than 2,100 financial advisors are rated by clients on the Millionaire Corner service.

On Best Financial Advisors clients are given the opportunity to rate their financial advisor on four categories: overall satisfaction, knowledge and expertise, responsiveness to requests, and recommendations and advice.

According to Spectrem Group’s research, Millionaire investors with a net worth between $1 million and $5 million Not Including Primary Residence remain satisfied with their advisor’s knowledge and expertise (up to 78 percent satisfaction from ) but are less satisfied with their advisor’s responsiveness to requests (down to 79 percent after being at 82 percent in 2009). Overall satisfaction among that wealth segment is at 73 percent.     

To access the Best Financial Advisors ratings, click here, or on the yellow tab above. You can see all of the ratings or discover if your advisor is on the site. If your advisor is not listed, have them email Eric McDonald at emcdonald@millionairecorner.com.