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David Turner

Apollon Wealth Management, LLC
34 Years of Experience
Denver, CO
1 Disclosure
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David Turner is a registered investment advisor at Apollon Wealth Management, LLC, based in Denver, CO, with 34 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 8,389 clients with $12B in assets under management.

Apollon Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
8,389 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$11.6B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiable and range up to 2.00% annually based on the size and complexity of the relationship, services rendered, and time commitment. Accounts using Direct Indexing or CJ Lawrence strategies are subject to additional percentage fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1401 17th Street, Suite 1560, Denver, CO, 80202

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History

Regulatory History (1)
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Customer Dispute
May 2005
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is the President and Chief Compliance Officer for Holmes and Turner Financial Services, dedicating a few hours per week during trading hours. He is also a member of RDE Ranchers, spending minimal time per month on this non-securities related activity.

Employment History
Current Registrations
Apollon Wealth Management, LLC
February 2021 - Present · 5 yrs 8 mos
Holmes & Turner Financial Services, INC.
January 1999 - Present · 27 yrs 9 mos
Previous Registrations
Hanson Financial, LLC
May 2003 - November 2013 · 10 yrs 6 mos
Cascade Financial Management, INC.Broker
April 2002 - December 2020 · 18 yrs 8 mos
Cascade Financial Management, INC.
April 2002 - February 2021 · 18 yrs 10 mos
Cascade Investment Group, INC.Broker
September 1998 - May 2002 · 3 yrs 8 mos
Piper Jaffray INC.Broker
June 1992 - October 1998 · 6 yrs 4 mos
State Registrations4 states
COMTPRTX
Advisor

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.

Exams
No exam information available for this advisor.
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