Apollo Wealth Management, LLC provides personalized investment management and financial planning services to individuals, high-net-worth individuals, and pension plans. Founded in 2007, Apollo Wealth Management helps clients build diversified portfolios primarily using mutual funds and exchange-traded funds, tailored to each client's specific risk tolerance and goals. The firm operates on both a discretionary and non-discretionary basis, meaning it can make trades on your behalf or consult with you before making any changes. In addition to portfolio management, Apollo Wealth Management offers financial planning recommendations and pension consulting services. The firm is owned and operated by William Ochocinski from Lancaster, New York.
Fee Structure
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 by Apollo Wealth Management at its sole discretion.