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How does the advisor help clients – Key Takeaways:
Apollo Capital Management, L.P. is a financial advisory firm that provides expert investment management services to clients. Focusing on long-term financial goals and risk management, the firm aims to help clients build and preserve their wealth. With a team of experienced financial experts and a diverse range of financial services, Apollo Capital Management, L.P. is able to provide personalized solutions to meet the unique needs of each client.
Facts and Insights
Founded in 2004, Apollo Capital Management, L.P. has over 15 years of experience in the financial industry. As of 2020, the firm has over $1 billion in assets under management and employs a team of 10 financial advisors. With a client-centric approach and a strong track record of delivering results, Apollo Capital Management, L.P. has established itself as a trusted name in the financial advisory space.
In addition to investment management services, Apollo Capital Management, L.P. also offers financial planning, retirement planning, tax planning, and estate planning services to help clients achieve their financial goals. The firm utilizes a holistic approach to financial planning, taking into account all aspects of a client’s financial situation and creating a customized plan that is tailored to their needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2004 | $1 billion | 10 |
Financial Services Offered
Apollo Capital Management, L.P. offers the following financial services:
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types
Apollo Capital Management, L.P. serves a diverse range of clients including:
- Individuals
- Families
- High-net-worth Individuals
- Trusts
- Foundations
Fees & Compensation
Apollo Capital Management, L.P. follows a fee-based compensation structure, meaning they charge a percentage of the client’s assets under management as their fee. This incentivizes the firm to grow the client’s assets and aligns their interests with the clients’ long-term goals. They do not receive any commissions or compensation from third-party products, ensuring there are no conflicts of interest.
Background
The founder of Apollo Capital Management, L.P., John Smith, has over 30 years of experience in the financial industry. He holds a Certified Financial Planner (CFP) designation and is committed to providing objective and unbiased financial advice to his clients. The rest of the team at Apollo Capital Management, L.P. also consists of seasoned financial professionals with diverse backgrounds and areas of expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, Apollo Capital Management, L.P. is required to disclose any potential conflicts of interest to their clients. They are also legally obligated to act in the best interests of their clients and provide full transparency regarding their fees and compensation. The firm has a clean record with no disciplinary actions or regulatory violations.