ES
CFA

Eric Nils Sterner

5 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
16 advisors
Number of Clients
833 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$890.4M

Fee Structure

Financial Planning:Investment management only

Apollon Financial's investment advisory fees are charged at an annual rate range up to 3.0% depending on factors like assets managed and complexity of services. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. Fees may be negotiable. Clients may incur additional fees charged by third parties, such as wire transfer fees. Clients may also elect to participate in a class action securities claims service for a contingency fee of 12.5% of the claim award.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Apollon Financial, LLC
February 2023 - Present · 2 yrs 11 mos
Apollon Wealth Management, LLC
November 2022 - Present · 3 yrs 2 mos
Previous Registrations
Prudential Customer Solutions LLC
April 2019 - August 2021 · 2 yrs 4 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.