Apollon Wealth Management offers investment management and financial planning services. Investment management involves strategies using mutual funds, exchange traded funds, stocks, and bonds. Financial planning covers areas like cash flow, retirement, estate, and education savings. Apollon Wealth may use sub-advisors for certain strategies. They also provide retirement plan advisory services to plan sponsors and participants. Some advisors are also registered representatives of broker-dealers and may receive commissions.
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%.