Kayleigh Zarndt is a ChFC-designated registered investment advisor at Apollon Financial, LLC, based in Downers Grove, IL, with 5 years of industry experience. Kayleigh 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 Grove, IL, 60515
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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.
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Kayleigh is a notary, spending minimal time on this investment-related activity. She also dedicates full-time hours to Apollon Financial as a DBA for LPL business and as a registered investment advisor, providing administrative support.
Employment History
Current Registrations
Apollon Financial, LLC
LPL Financial LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
State Registrations2 states
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