Apollo Wealth Management provides investment advice, including portfolio management tailored to individual client needs, financial planning, and pension consulting services. Apollo works with clients to understand their risk tolerance and investment objectives. The firm primarily advises on mutual funds and ETFs. Clients are not obligated to implement recommendations made within the financial plan.
Assets Under Management$31M
Clients9
AdvisorsN/A
Avg. per Client$3.5M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 1.20% |
| $249K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.53% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.