Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
2001 Butterfield Rd, Suite 1000, Downers Grove, IL, 60515
Get directionsRegulatory History
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 →Other Business Activities
Kayleigh is a notary, spending minimal time on this investment-related activity. She also dedicates full-time hours to Apollon Financial as a DBA for LPL business and as a registered investment advisor, providing administrative support.