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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

Raymond James has 48 affiliated advisors rated on Millionaire Corner’s Best Financial Advisors service, and they have an overall rating of 4.19 on a five-point rating scale.

Millionaire Corner’s Best Financial Advisors service has client ratings on more than 2,100 financial advisors, and clients are given the opportunity to rate their advisors in four categories: overall satisfaction, knowledge and expertise, responsiveness to requests, and recommendations and advice.

Spectrem Group research includes questions to affluent investors about their overall satisfaction with advisors, and finds that 82 percent of Ultra High Net Worth investors with a net worth between $5 million and $25 million (Not Including Primary Residence) are satisfied with their advisor’s knowledge and expertise. The research shows that 84 percent are satisfied in their advisor’s responsiveness to requests for information but only 75 percent were satisfied with their advisor’s recommendations during the worst parts of the recent recession.

 

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.