David Turner is a registered investment advisor at Apollon Wealth Management, LLC, based in Denver, CO, with 33 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 6,762 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apollon Wealth charges an annual advisory fee based on the value of your portfolio or a flat dollar fee, up to 2.00% annually. Additional costs may apply for accounts invested with sub-advisors or in certain investment strategies, such as Direct Indexing (0.10% fee) or accounts managed by CJ Lawrence division (0.30% fee). Some strategies have a supplemental cost that replaces the standard fee, paid directly by the program sponsor. Fees are negotiable and can vary based on the size and complexity of the relationship. There may be an account minimum, which can cause the total annual effective fee rate to be higher than 2.00%.
Location
1401 17th Street, Suite 1560, Denver, CO, 80202
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2005Other Business Activities
David is the President and Chief Compliance Officer for Holmes and Turner Financial Services, dedicating a few hours per week during trading hours. He is also a member of RDE Ranchers, spending minimal time per month on this non-securities related activity.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Holmes & Turner Financial Services, INC.
Previous Registrations
Hanson Financial, LLC
Cascade Financial Management, INC.Broker
Cascade Financial Management, INC.
Cascade Investment Group, INC.Broker
Piper Jaffray INC.Broker
State Registrations4 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.