TrueAdvisor
TrueAdvisor
MH
CFP
MH
CFP

Melissa Hallmark

Apollon Wealth Management, LLC
18 Years of Experience
Peachtree Corners, GA
Sells Insurance
View SEC Summary
View SEC Summary

Melissa Hallmark is a CFP-designated registered investment advisor at Apollon Wealth Management, LLC, based in Peachtree Corners, GA, with 18 years of industry experience. Melissa 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

5550 Triangle Parkway, Suite 101, Peachtree Corners, GA, 30092

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Melissa is a licensed insurance agent for life insurance, health insurance, and annuities. She may receive compensation from insurance companies for selling these products.

Employment History
Current Registrations
Apollon Wealth Management, LLC
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Goldman Sachs Personal Financial Management
August 2012 - October 2023 · 11 yrs 2 mos
Sanders Financial Management, INC.
July 2008 - December 2012 · 4 yrs 5 mos
State Registrations2 states
GATX
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.
More Advisors
More financial advisors in Peachtree Corners, GA →All financial advisors in Georgia →