Bradley Goodman is a registered investment advisor at Apollon Wealth Management, LLC, based in Centennial, CO, with 18 years of industry experience. Bradley 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
Centennial, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Apollon Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Savant Wealth Management
Praxess Securities, LLCBroker
William Blair & Company L.L.C.
William BlairBroker
Envestnet | Pmc
Portfolio Brokerage Services, INC.Broker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Lasalle Financial Services, INC.
Lasalle Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations7 states
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