Apollo Wealth Management (AWML) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. AWML also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. Additionally, AWML offers clients the ability to create their own Wills and Trusts through a provided link. AWML generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and commodities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable. Qualified clients will pay an annual fee of 0.00% of assets under management along with a 20.00% performance fee based on capital appreciation.