Advisor at Apollon Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Apollon Wealth Management, LLC
Location
Mount Pleasant, SC 29464
Credentials
ChFC®, Series 63
Industry experience
33 years
Simeon Eaves Jr. is a financial advisor at Apollon Wealth Management, LLC with 33 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Apollon Wealth Management in 2018, he worked at Northwestern Mutual in various roles from 1985 to 2018. He is also a 50% owner of Southern Benefits Consultants, LLC, a health insurance sales business. Apollon Wealth Management serves a diverse client base including individuals, families, businesses, and charitable organizations. The firm employs a combination of centrally managed strategies and local portfolio oversight, utilizing fundamental and tactical approaches along with tax-aware tools, and supports private funds and alternative investments through its platform structure.
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)
111 Coleman Blvd, Suite 402
Mount Pleasant, SC 29464
Georgia · North Carolina · South Carolina · Texas
Purshe Kaplan Sterling Investments, Inc
2018 - Present (8 years)
Apollon Insurance Group, LLC
2018 - Present (8 years)
Apollon Wealth Management, LLC
2018 - Present (8 years)
Northwestern Mutual Wealth Management Company
2016 - 2018 (2 years)
Northwestern Mutual Investment Management
1992 - 2018 (26 years)
Northwestern mutual life insurance company
1985 - 2018 (33 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Series 63, Series 65
Charleston, SC
Kaizen Wealth Management, LLC
Series 65
Daniel Island, SC
Reconstructing Wealth
CFP®, Series 63, Series 65
Mount Pleasant, SC
Baker Asset Management, LLC
CFP®, Series 63, Series 65
Mt. Pleasant, SC
Oak Capital Advisors, LLC
CFP®, ChFC®, Series 63, Series 66
Charleston, SC
Calidris Financial, LLC
CFA®, Series 63
Johns Island, SC
LCV Advisors LLC
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