Advisor at Apollon Wealth Management, LLC
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Firm
Apollon Wealth Management, LLC
Location
Charlotte, NC
Credentials
Series 65
Industry experience
2 years
Perrin Berry is a financial advisor at Apollon Wealth Management, LLC with two years of industry experience. He holds a Series 65 license and has worked at Apollon Wealth Management since 2022. His prior roles include positions at Crisp Event Rentals, Modern Woodmen, and the Secretary of State’s Office. Apollon Wealth Management serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, and charitable organizations. The firm offers comprehensive advisory services and combines centralized investment strategies with local portfolio oversight, integrating both fundamental and tactical approaches alongside tax-aware tools.
Based on Apollon Wealth Management, LLC
Based on Apollon Wealth Management, LLC
Financial planning fees typically start at $5,000 and can exceed $50,000, charged as one-time fixed fee or annual fixed fee.
Certain IARs may receive commissions for insurance product sales; also registered representatives receive commissions and 12b-1 fees separately from advisory fees.
Account minimum: $250,000 (may be waived or reduced at Advisor’s sole discretion)
Charlotte, NC
North Carolina · South Carolina
Apollon Wealth Management
2022 - Present (4 years)
Crisp Event Rentals
2021 - 2021 (1 year)
Modern Woodmen
2021 - 2021 (1 year)
Secretary of States Office
2018 - 2020 (2 years)
University of South Carolina
2018 - 2022 (4 years)
Lake Murray Boat Club
2016 - 2020 (4 years)
Dutch Fork High School
2014 - 2018 (4 years)
Unemployed
2013 - 2016 (3 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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