Apollon Wealth Management, LLC
Assets Under Management
$7.7B
Number of Clients
6,762
Number of Advisors
115
Average Client AUM
$1.1M
AUM per Advisor
$67.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Apollon Wealth offers investment management and financial planning to individuals, high net worth individuals, families, businesses, and retirement plans. Services include financial planning, investment management using various securities, retirement plan advisory, and sub-advisor services. They may utilize affiliated RIAs' models.
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
Location
111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464