Daniel Pessagno is a registered investment advisor at Apollon Wealth Management, LLC, based in Rockville, MD, with 21 years of industry experience. Daniel 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
1101 Wootton Parkway, Suite 980, Rockville, MD, 20852
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel manages rental properties through Forge Asset Strategies, dedicating a few hours per week. He also offers group benefits to business owners through James Pessagno Solo Prop and DJP2 LLC is a holding company for managing revenue and expenses for his securities business.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Cic Wealth, LLC
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
Cadaret, Grant & CO., INC.Broker
Cadaret Grant & CO INC
Waddell & Reed
Waddell & ReedBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Nationwide Investment Advisors, LLC
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Nationwide 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.