Apollon Wealth Management, Llc

Wealth Management Firm in Mount Pleasant, SC

Firm Info
Address: 835 Coleman Blvd #102, Mt Pleasant, SC 29464, USA
Phone: (843) 579-0018

Firm Size
Assets Under Management: $2.5 billion
# of Advisors: 61
# of Clients: 6,107
Client to Advisor Ratio: 100:1
Average Account Size: $413,185
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Apollon Wealth Management, LLC Overview

Apollon Wealth Management, LLC is a registered investment advisory firm, focusing solely on investment advice with a fee-only service arrangement. The firm is headquartered in Mount Pleasant, SC, and has been in business since 2018. As an investment advisory firm, Apollon Wealth Management offers a range of investment advisory services, including financial planning and portfolio management for individuals and small businesses. In addition to these services, the firm also offers portfolio management of pooled investment vehicles and pension consulting services. This means that Apollon Wealth Management can work with large groups of investors with similar investment goals, as well as assist businesses with navigating the complexities of pension management. Overall, Apollon Wealth Management's investment advisory services are designed to help clients achieve their financial goals through a customized investment strategy. The firm also has a unique offering of selection of other advisors, which can be a valuable tool for clients who may need additional financial guidance. With their expertise in investment advisory services, Apollon Wealth Management is well-equipped to help their clients navigate the complex world of investing and achieve long-term financial success.

APOLLON WEALTH MANAGEMENT, LLC caters to a diverse range of clients, including individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, and other corporation types not listed. The firm's robust portfolio of services ensures clients are provided unmatched solutions supported by years of expertise. APOLLON WEALTH MANAGEMENT, LLC recognizes that every client's needs vary, and therefore offers an extensive range of fee structures based on the services they provide. For instance, the firm offers a percentage of AUM fee structure, which charges clients based on their assets' value that the firm manages on their behalf. Alternatively, clients may choose from an hourly billing structure, where they are charged based on the amount of time spent on their account or project. Lastly, APOLLON WEALTH MANAGEMENT, LLC offers fixed fees, where clients pay a predetermined amount for the specified service provided, irrespective of the time or assets involved. Overall, the firm's flexible fee structures ensure seamless collaboration with clients, regardless of their situation or financial portfolio.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for APOLLON WEALTH MANAGEMENT, LLC does not mention an investment minimum.

How This Office Can Help Mount Pleasant, SC Residents

Apollon Wealth Management, LLC is a financial advisory firm located in Mount Pleasant, SC, dedicated to providing comprehensive financial planning, investment management, and retirement planning solutions tailored to meet the unique financial needs of clients. They offer a wide range of services, including asset management, estate planning, tax planning, and insurance planning. One common financial situation that someone living in Mount Pleasant, SC may face is retirement planning. Many individuals in this area may have accumulated wealth throughout their careers and are looking for ways to protect and grow that wealth for their retirement. Apollon Wealth Management, LLC assists clients in this area by developing personalized retirement plans that take into account their current financial situation and future goals. They help clients maximize their Social Security benefits, minimize taxes, and develop comprehensive strategies to ensure they have enough income in retirement to maintain their desired lifestyle.

To view the Minimum Investment and Fee Schedule for Apollon Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Apollon Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Apollon Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 835 Coleman Blvd #102, Mt Pleasant, SC 29464, USA
Phone (843) 579-0018
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 835 COLEMAN BLVD, SUITE 102, MOUNT PLEASANT, SC 29464, United States

This firm has no other locations.

State Registrations

Apollon Wealth Management, LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Idaho
  • Illinois
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Puerto Rico
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Apollon Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.