Robert Wolfe
Robert Wolfe is a CFP-designated registered investment advisor at Apollon Wealth Management, LLC, based in Mount Pleasant, SC, with 26 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
111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 2021Other Business ActivitiesSells Insurance
Robert is an insurance agent since 2021, dedicating about 10-20% of his time to insurance sales and servicing policies. He is also a referral real estate agent since 2023, spending a few hours per week on this activity. Additionally, Robert manages two holding companies for his securities business.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Goldman Sachs & CO. LLCBroker
Mercer Allied Company, L.P.Broker
Cetera Advisor Networks LLCBroker
Goldman Sachs Personal Financial Management
Girard Securities, INC.Broker
Capital Planning Group, LLCBroker
Capital Planning Group
MML Investors Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
Advest, INC.Broker
State Registrations1 state
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.