| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for accounts over $2,500,000.
Mount Pleasant, SC
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →John is part owner of Cascade Apollon LLC for tax/investment purposes and owns rental real estate. He also provides investment advisory services through Apollon Financial LLC, spending nearly full-time hours on this activity.