Aymen Kaboub is a registered investment advisor at Apollon Wealth Management, LLC, based in Carmel, IN, with 13 years of industry experience. Aymen 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
Carmel, IN
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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 Activities
Aymen serves on the Board of Directors for Newfileds and the Carmel Symphony Orchestra. These activities are not investment-related.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Goldman Sachs Personal Financial Management
BMO Harris Financial Advisors, INC
BMO Harris Financial Advisors, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 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.
Exams
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