James Mcgowan
James Mcgowan is a CFP-designated registered investment advisor at Apollon Financial, LLC, based in North Wales, PA, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,258 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fees are negotiable and range up to 3.0% annually based on factors such as relationship size, complexity, and services rendered. Additional fees may apply for specific strategies like Direct Indexing (0.10%), sub-advisors, or LPL programs.
Fee Estimator
Location
736 Lower State Rd Building B, North Wales, PA, 19454
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2024Employment Separation After Allegations
November 2007Employment History
Current Registrations
Apollon Financial, LLC
Previous Registrations
The Marshall Financial Group, INC
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.
Exams
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