Apollo Wealth Management, Ltd. provides comprehensive, fee-only financial planning and investment advisory services to individuals, families, and estates. Led by Certified Financial Planner Howard S. Haber, the firm focuses on maximizing long-term, risk-adjusted returns using Modern Portfolio Theory and a macro view of the global economy. Services include cash flow analysis, retirement planning, income tax planning, estate planning consultation, education funding, insurance reviews, and ongoing portfolio monitoring and maintenance. To avoid conflicts of interest, the firm does not sell investment products or accept commissions. All investment decisions require the client's express permission prior to implementation, as the firm does not maintain discretionary authority over accounts.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The basic fee schedule is the greater of $3,500 per year or 1.25% of the assets upon which investment advice is provided. Fees are negotiable.