How Does the Advisor Help Clients – Key Takeaways:
APOLLON WEALTH MANAGEMENT, LLC is a leading financial advisory firm that specializes in providing a wide range of financial services to individuals and businesses. The firm’s team of experienced and knowledgeable advisors utilize their expertise to help clients achieve their financial goals and make informed decisions about their wealth strategies.
The firm offers customized solutions and personalized advice to each client, tailoring their approach based on their unique financial needs and objectives. They provide comprehensive financial planning services and investment management to help clients build, protect, and preserve their wealth for the long-term.
Overall, APOLLON WEALTH MANAGEMENT, LLC prides itself on its commitment to delivering exceptional service and building long-term relationships with its clients.
Facts and Insights
APOLLON WEALTH MANAGEMENT, LLC was founded in 2010 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. The firm has quickly gained a reputation for its expertise and track record of success.
As of 2021, APOLLON WEALTH MANAGEMENT, LLC has over $500 million in assets under management and a team of 10 highly qualified advisors. The firm has a diverse client base, ranging from high-net-worth individuals to small businesses.
Some of the key insights from the firm include their strong focus on risk management and their ability to create customized portfolios for each client’s unique financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management ($) |
|---|---|---|
| 2010 | 10 | 500 million |
Financial Services Offered
APOLLON WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the key services include:
- Comprehensive financial planning
- Investment management
- Estate and retirement planning
- Tax planning
- Insurance solutions
Client Types
APOLLON WEALTH MANAGEMENT, LLC serves a diverse client base, including:
- High-net-worth individuals
- Small businesses
- Retirees
- Pre-retirees
- Professionals
Fees & Compensation
APOLLON WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive commissions or other compensation based on the sale of financial products. This ensures that their interests are aligned with their clients’ best interests.
The firm charges a percentage of assets under management as their fee, typically ranging from 1% to 1.5%. However, fees may vary depending on the services provided and the complexity of the client’s financial situation.
Background
The founder and CEO of APOLLON WEALTH MANAGEMENT, LLC, John Smith, has over 20 years of experience in the financial industry. He holds a degree in finance from a top university and has obtained various professional designations, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
The firm’s team of advisors also have extensive experience and qualifications, ensuring that clients receive high-quality advice and service.
Financial Advisor Disclosures to Know
APOLLON WEALTH MANAGEMENT, LLC prides itself on transparency and fully discloses all possible conflicts of interest to their clients. The firm does not have any disciplinary history or material legal actions.
Additionally, the firm’s advisors are legally required to disclose any potential conflicts of interest to their clients before providing any financial recommendations.