Apollon Financial offers investment management and financial planning services. Investment management involves strategies overseen by an investment committee or local advisors. Financial planning covers areas like cash flow, retirement, and estate planning. Clients work with advisors to determine risk tolerance and investment objectives. Apollon Financial also offers retirement plan advisory services to plan sponsors.
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%.