Bryce Lanham
Bryce Lanham is a registered investment advisor at Apollon Wealth Management, LLC, based in Louisville, KY, with 20 years of industry experience. Bryce 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
9400 Williamsburg Plaza, Suite 200, Louisville, KY, 40220
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryce is a financial advisor at Retirement Planning Solutions, LLC, and an agent selling fixed insurance products, dedicating about three-quarters of his time to these activities. He also owns a rental property shell company, an RV rental program, an operating LLC, and is involved with several other businesses and non-profit organizations, including event planning, a thrift store, a wildlife center, and an electrical contracting non-profit.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Retirement Planning Solutions, LLC
Retirement Planning Solutions, LLC
Legacy Advisory Services
Silver Oak Securities, IncorporatedBroker
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
National Planning CorporationBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations3 states
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.