Dana Greathouse
Dana Greathouse is a registered investment advisor at Apollon Wealth Management, LLC, based in Mount Pleasant, SC, with 21 years of industry experience. Dana 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
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Regulatory History (1)
Financial
August 2019Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Cascade Financial Management, INC.
The Milestone Group, INC.
Prospera Financial Services, INC.Broker
Prospera Financial Services, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Ogilvie Security Advisors CorporationBroker
Citigroup Global Markets INC.Broker
U.S. Bancorp Investments, 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.