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AJ
CFP
AJ
CFP

Andrew Jaffee

Apollon Wealth Management, LLC
17 Years of Experience
Mount Pleasant, SC
Sells Insurance
View SEC Summary
View SEC Summary

Andrew Jaffee is a CFP-designated registered investment advisor at Apollon Wealth Management, LLC, based in Mount Pleasant, SC, with 17 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 8,389 clients with $12B in assets under management.

Apollon Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
145 advisors
Number of Clients
8,389 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$11.6B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiable and range up to 2.00% annually based on the size and complexity of the relationship, services rendered, and time commitment. Accounts using Direct Indexing or CJ Lawrence strategies are subject to additional percentage fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He is also the president of PlayToday! Foundation, a non-profit, dedicating minimal time to it, and manages EmpowerAbility Planning LLC as a holding company for his securities business.

Employment History
Current Registrations
Apollon Wealth Management, LLC
March 2018 - Present · 8 yrs 7 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
April 2013 - September 2016 · 3 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
October 2008 - March 2018 · 9 yrs 5 mos
State Registrations5 states
FLGANCSCTX
Advisor

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
No exam information available for this advisor.
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