Apollon Wealth Management, LLC is a registered investment advisor offering personalized financial planning and investment management services to individuals, high-net-worth families, businesses, and retirement plans. The firm works through a network of investment advisor representatives who often operate under regional trade names. Apollon Wealth Management builds customized investment portfolios using mutual funds, exchange-traded funds, individual equities, bonds, and alternative investments, employing both fundamental and tactical analysis. In addition to portfolio management, the firm provides comprehensive financial planning covering cash flow, retirement, tax, estate, and insurance needs. Apollon Wealth Management serves as a fiduciary, legally bound to act in its clients' best interests, and utilizes third-party custodians such as Charles Schwab, Fidelity, and LPL Financial to hold client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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.