Robert Savino
Robert Savino is a ChFC-designated registered investment advisor at Apollon Wealth Management, LLC, based in Newton, PA, with 38 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 6,762 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apollon Wealth charges an annual advisory fee based on the value of your portfolio or a flat dollar fee, up to 2.00% annually. Additional costs may apply for accounts invested with sub-advisors or in certain investment strategies, such as Direct Indexing (0.10% fee) or accounts managed by CJ Lawrence division (0.30% fee). Some strategies have a supplemental cost that replaces the standard fee, paid directly by the program sponsor. Fees are negotiable and can vary based on the size and complexity of the relationship. There may be an account minimum, which can cause the total annual effective fee rate to be higher than 2.00%.
Location
4 Caufield Place, Newton, PA, 18940
Get directionsHistory
Regulatory History (4)
Customer Dispute
February 2012Employment Separation After Allegations
June 2009Customer Dispute
March 2009Customer Dispute
March 2008Other Business ActivitiesSells Insurance
Robert is a managing member of Prism Advisory Group, LLC, providing investment advice and financial planning, which takes nearly full-time. He is also an agent for Apollon Insurance Solutions, LLC, providing insurance advice and sales, dedicating minimal time.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Frontier Solutions, LLCBroker
Prism Advisory Group, LLC
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
American Securities Group, INC.
American Securities Group, INC.Broker
American Securities Group, INC.
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services,llc
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.