Timothy Hiscock is a registered investment advisor at Apollon Wealth Management, LLC, based in Portland, ME, with 30 years of industry experience. Timothy 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
1 Canal Plaza, Suite 801, Portland, ME, 04101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Timothy uses Gross & Net LLC as a holding company to manage revenue and expenses for his securities business. No securities business is conducted through the LLC itself.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Soundview Technology CorporationBroker
Lehman Brothers INC.Broker
Ing Baring Furman Selz LLCBroker
J.P. Morgan Securities INC.Broker
S.G. Warburg & CO. INC.Broker
State Registrations1 state
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