Austin Pearl
Austin Pearl is a registered investment advisor at Apollon Wealth Management, LLC, based in Rockville, MD, with 8 years of industry experience. Austin 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
1101 Wootton Parkway, Suite 980, Rockville, MD, 20852
Get directionsHistory
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
Austin is an insurance agent, dedicating minimal time to answering client questions and placing policies since 2020. He also dedicates minimal time to fixed insurance sales as an insurance agent with CIC Risk since 2018, and Pearl Advisory, LLC is a holding company for his securities business.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Cic Wealth, LLC
State Registrations1 state
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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