Brian Pierce
Brian Pierce is a registered investment advisor at Apollon Wealth Management, LLC, based in Atlanta, GA, with 16 years of industry experience. Brian 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
3344 Peachtree Road NE, Suite 2600, Atlanta, GA, 30326
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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
Brian is a wealth advisor at Apollon Wealth Management, dedicating nearly full-time hours to this role. He also leads a networking group and works with various insurance agencies and Advisors Excel as an insurance agent, selling life, disability, long-term care insurance, and fixed/fixed index annuities, dedicating a few hours per week to each.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Purshe Kaplan Sterling Investments
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Catalyst Wealth Management
Kalos Management
Kalos Capital, INC.Broker
Triad Advisors, INC.
Triad Advisors, INC.Broker
MML Investors Services, LLCBroker
State Registrations7 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.