David Pierce
David Pierce is a registered investment advisor at Apollon Wealth Management, LLC, based in Atlanta, GA, with 23 years of industry experience. David 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
3344 Peachtree Road NE, Suite 2600, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2020Customer Dispute
March 2020Other Business ActivitiesSells Insurance
David is a managing partner at Apollon Wealth Management, a registered investment advisor, dedicating full-time hours to this role. He also works as a broker agent for multiple insurance companies, selling fixed insurance products such as life, disability, long-term care, and annuities, spending a few hours per week on these activities.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Catalyst Wealth Management
Kalos Management
Kalos Capital, INC.Broker
Triad Advisors, INC.
Triad Advisors, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Oneamerica Securities, INC.
Oneamerica Securities, 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.