EG
EG

Eric Gauthier

3 Years of Experience
Sun Lakes, AZ

Eric Gauthier is a registered investment advisor at Apollon Wealth Management, LLC, based in Sun Lakes, AZ, with 3 years of industry experience. Eric 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
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
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Location

10450 East Riggs Road, Suite 101, Sun Lakes, AZ, 85248

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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.

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Other Business Activities

Eric is the owner of Bell Rock Consulting since 2021, providing sales/marketing and software consulting services. He dedicates minimal time to this activity.

Employment History
Current Registrations
Apollon Wealth Management, LLC
April 2026 - Present · 6 mos
Terra Wealth
May 2024 - Present · 2 yrs 5 mos
Previous Registrations
Val Vista Capital Management, LLC
December 2022 - May 2024 · 1 yr 5 mos
State Registrations3 states
AZNHTX
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.
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