Andrew Kane is a registered investment advisor at Apollon Wealth Management, LLC, based in Mount Pleasant, SC, with 32 years of industry experience. Andrew 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
111 Coleman Blvd, Suite 402, Mount Pleasant, SC, 29464
Get directionsHistory
Regulatory History (6)
Customer Dispute
March 2011Customer Dispute
March 2011Customer Dispute
December 2010Employment Separation After Allegations
October 2010Customer Dispute
November 2009Customer Dispute
February 2008Other Business Activities
Andrew is the 100% owner of Dana Kaufman Realty, an entity for personal real estate transactions, since 2005. He also serves as Secretary on the Condo Blue Diamond Board of Directors since 2009; both activities require minimal time and are not investment-related.
Employment History
Current Registrations
Apollon Wealth Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Fortune Financial Services, INC.Broker
Blue Chip Wealth Management, INC.
International Assets Advisory, LLCBroker
Daniel Wealth Advisors
Mutual Securities, INC.Broker
Platinum Wealth Partners, INC.
Lasalle St Securities, L.L.C.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Salomon Smith Barney INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
World Invest CorporationBroker
State Registrations1 state
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.