BH
CFP · ChFC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
115 advisors
Number of Clients
6,762 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.7B
Fee Structure
Apollon Wealth charges fees for advisory services, but the specific fee structure is not detailed in this document. They offer financial planning and investment management services. Some IARs may provide tax services outside of Apollon Wealth's oversight. The document mentions potential conflicts of interest and mitigation strategies.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth
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Advisor Information
Office location
2431 Devine St, Columbia, SC, 29205
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Apollon Wealth Management, LLC
May 2023 - Present · 2 yrs 8 mos
Previous Registrations
Southstate Advisory, INC.
December 2021 - May 2023 · 1 yr 5 mos
Colonial Trust Advisors, INC.
October 2015 - September 2021 · 5 yrs 11 mos
Northwestern Mutual Investment Services,llc
January 2015 - October 2015 · 9 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.