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.
111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464
Get directionsDory is involved in several investment-related activities, including Leaders Partners, Inc., HighPoint Planning Partners, HighPoint Advisor Group, Lang Financial Group, Indigo Wealth Advisors, and Apollon Financial/LLC. She also sells non-variable and disability insurance, dedicating about 10-20% of her time to insurance sales.