Apollon Financial, LLC

SEC-regulated
Registered investment advisor
Apollon Financial, LLC is a registered investment advisor offering a Wrap Fee Program where securities transaction fees are combined with investment advisory fees into a single fee. The firm provides customized advisory services to individuals, high net worth individuals, families, trusts, estates, charitable organizations, and businesses. The Wrap Fee Program may cost clients more or less than purchasing these services separately. Investment advisory fees are charged quarterly at an annual rate up to 3.0% depending on factors such as assets under management and services provided. Clients may have investments in "no-transaction-fee" mutual funds, and fees are based on the market value of assets under management. Apollon Financial primarily uses fundamental analysis methods for investment strategies and does not charge performance-based fees. The firm does not manage proprietary investment funds and does not aggregate client accounts for fee discounts. Clients may also incur fees for third-party services not covered under the Wrap Fee Program. Apollon Financial has implemented a Code of Ethics and discloses potential conflicts of interest related to financial activities and affiliations. The firm does not accept proxy-voting responsibility for clients and provides information on risk of loss and voting client securities. Clients have the ability to contact the firm, and Apollon Financial does not have any disciplinary information to disclose. The firm may receive referrals from promoters and provides financial information indicating no adverse financial situations that would impair its ability to meet obligations to clients.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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