James Mcgowan is a CFP-designated registered investment advisor at Apollon Financial, LLC, based in King of Prussia, PA, with 11 years of industry experience. James 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
840 First Avenue, Suite 400, King of Prussia, PA, 19406
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Regulatory History (2)
Employment Separation After Allegations
May 2024Employment Separation After Allegations
November 2007Employment History
Current Registrations
Apollon Financial, LLC
Previous Registrations
The Marshall Financial Group, INC
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.