JM
CFP

James Frederick Mcgowan

10 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

840 First Avenue, Suite 400, King of Prussia, PA, 19406

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Regulatory History (2)
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Employment Separation After Allegations
May 2024
Employment Separation After Allegations
November 2007
Employment History
Current Registrations
Apollon Financial, LLC
September 2024 - Present · 1 yr 4 mos
Previous Registrations
The Marshall Financial Group, INC
September 2014 - May 2024 · 9 yrs 8 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.
James Frederick Mcgowan - Financial Advisor | AdvisorDiscover