Apollon Financial, LLC
Assets Under Management
$890.4M
Number of Clients
833
Number of Advisors
16
Average Client AUM
$1.1M
AUM per Advisor
$55.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Apollon Financial offers customized investment advisory services through its Wrap Fee Program to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and businesses. The firm customizes investment strategies individually for its Clients.
Fee Structure
Apollon Financial charges an annual investment advisory fee in a range up to 3.0% depending on factors like assets managed, service complexity, and investment selections. Fees are paid quarterly, in advance, based on the market value of assets under management at the end of the prior quarter. Variable annuity sub-accounts are not charged an investment advisory fee through the Wrap Fee Program. Fees may be negotiable at the Advisor's discretion.
Areas of Practice
Location
111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464