Brandon Vincent is a registered investment advisor at Apollon Financial, LLC, based in Reading, PA, with 6 years of industry experience. Brandon 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
2395 Lancaster Pike, Reading, PA, 19607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business ActivitiesSells Insurance
Brandon is involved in several investment-related DBAs and LLCs, dedicating full-time hours to these activities. He also owns a real estate rental and The Sullivan Agency, which sells non-variable insurance.
Employment History
Current Registrations
Apollon Financial, LLC
LPL Financial LLCBroker
Previous Registrations
Good Life Advisors, LLC
Oakwood Capital, INC.
Oakwood Capital Securities, INC.Broker
First Command Advisory Services
First Command Brokerage Services, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Mutual of Omaha Investor Services, INC.Broker
State Registrations3 states
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.