A complete list of active advisors currently associated with Apollo Wealth Management

Warmer can help you find a great advisor at Apollo Wealth Management or one who fits your needs even better.

Apollo Wealth Management serves individual and high-net-worth clients, providing ongoing portfolio management and financial planning tailored to each client’s goals and risk tolerance. The firm also offers client-facing estate document tools to create wills and trusts, and it typically uses asset-based billing for its advisory services, a common practice among similar firms. Investment decisions are implemented from documented Investment Policy Statements and may be made on a discretionary basis; the firm employs a mix of analytical approaches — including fundamental, technical, quantitative analysis, and modern portfolio theory — and pursues both long- and short-term strategies. Apollo accepts performance-based compensation from qualified clients (a share of capital appreciation) and discloses high-water-mark provisions and procedures intended to address the added incentives and conflicts those arrangements can create. Several firm representatives maintain insurance licenses and may recommend insurance products for which they receive outside compensation; the brochure discloses this potential conflict and describes periodic review and disclosure practices to mitigate it. The firm operates with a small advisory team relative to its client base, offers fixed-fee wills and trusts via an online self-service process, and has documented policies for aggregated (block) trading — features that set its service mix apart from many peers.

To learn more about the advisors currently working at Apollo Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.