Martin Beck is a CFP-designated registered investment advisor at Apollon Financial, LLC, based in Mount Pleasant, SC, with 39 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 833 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apollon Financial charges an annual advisory fee based on the value of your portfolio or a flat dollar fee, ranging up to 3.0% annually. Clients invested in the Direct Indexing strategy are assessed an additional 0.10% fee. Fees are negotiable and based on factors like relationship size and complexity. Some strategies have supplemental costs that Apollon Financial retains. Clients may be billed in advance or arrears, and monthly or quarterly. Non-wrap accounts invested with sub-advisors will be subject to additional costs, ranging from 0.05% to 2.25%.
Location
111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Martin operates his LPL business through Granite Investment Group, Inc. He also owns 3000 Woodcreek LLC, a real estate rental business, and is an investment advisor representative (IAR) with Apollon Financial LLC, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Apollon Financial, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Chase Investment Services CORP.Broker
Chase Investment Services CORP.
Banc One Securities CorporationBroker
Banc One Securities Corporation
First Chicago Nbd Investment Services, INC.Broker
Gary-Wheaton Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.