Apollon Financial, LLC is a registered investment advisor that offers comprehensive financial planning and investment management services to individuals, high net worth individuals, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm works through a network of investment advisor representatives who help clients define their financial goals, assess risk tolerances, and build tailored investment portfolios. Apollon Financial provides discretionary and non-discretionary investment management utilizing various investment vehicles such as mutual funds, exchange-traded funds, individual equities, fixed income securities, and alternative investments. The firm also offers specialized financial planning addressing cash flow, retirement, estate planning, education savings, tax strategies, and business succession. Apollon Financial utilizes third-party custodians and platforms like LPL Financial, Charles Schwab, Fidelity, Pershing, and Pontera to execute trades and maintain custody of client assets.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Advisory fees are negotiable and range up to 3.0% annually based on factors such as relationship size, complexity, and services rendered. Additional fees may apply for specific strategies like Direct Indexing (0.10%), sub-advisors, or LPL programs.