Nicholas Elrod
Nicholas Elrod is a registered investment advisor at Apollon Wealth Management, LLC, based in Greenwood Village, CO, with 4 years of industry experience. Nicholas 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
6312 S. Fiddler's Green Circle, Suite 300E, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Criminal
April 2016Other Business Activities
Nicholas works as a Relationship Manager for Apollon Wealth Management, a registered investment adviser. He dedicates about a quarter of his time to client relationship management, with some of that time during securities trading hours.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Risemint
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
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.