Bradley Schaffnit
Bradley Schaffnit is a registered investment advisor at Apollon Financial, LLC, based in Downers Drove, IL, with 24 years of industry experience. Bradley 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
2001 Butterfield Rd., Suite 1000, Downers Drove, IL, 60515
Get directionsHistory
Regulatory History (1)
Criminal
November 2000Other Business ActivitiesSells Insurance
Bradley is involved with Leaders Partners, Inc. focusing on non-variable insurance, dedicating about 10% of his time. He also has Bradley A. Schaffnit, Inc. as a business entity for tax/investment purposes, and Bam Bam Financial as a holding company for his securities business, but spends no time on either of these entities.
Employment History
Current Registrations
Apollon Financial, LLC
Previous Registrations
Highpoint Planning Partners
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Princor Financial Services 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.