Apollo Wealth Management offers financial planning and investment advisory services tailored to individual client needs. Financial planning includes cash flow analysis, retirement planning, investment review, estate planning consultation, income tax planning, education funding, life insurance needs analysis, and risk management. Investment advisory services focus on maximizing long-term, risk-adjusted returns using publicly available securities. Apollo Wealth Management does not sell investment products or accept commissions.
Assets Under Management$65M
Clients28
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$65M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fee is the greater of $3,500/year or 1.25% of assets and is negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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