Advisor Led Client Services

• Investment management, provided by Apollon Financial, is available through all LPL advisory platforms. Some platforms may be subject to account minimums.
  
• Completion of a single subject goals-based plan by our planning team.
• Account requires predetermined reviews with your financial advisor.
• Two hours per year of advisor consulting time for special situations not related to account reviews or financial plans.
  
• Opportunity to lower account management fees by aggregation of immediate family accounts.
  
• All other core benefits.

• Investment management available through all LPL advisory platforms. Some platforms may be subject to account minimums.
  
• Account requires predetermined reviews with your financial advisor.
  
• Completion of a four subject detailed cashflow plan by our planning team.
  
• Four hours per year of advisor consulting time for special situations not related to account reviews or financial plans.
  
• Opportunity to lower account management fees by aggregation of immediate family accounts.
  
• All other core benefits.

Investment management available through all LPL platforms and managers. Some platforms and managers may have specific account minimums.

• Account requires predetermined reviews with your financial advisor.
  
• Completion of a comprehensive financial plan by our planning team and including the use of our in-house paraplanning team. Can include college and student loan planning. 
  
• Four hours per year of advisor consulting time outside of account and plan reviews for special situations at no charge.
  
• Opportunity to lower account management fees by aggregation of immediate family accounts.
  
• All other core benefits

*Actual services may vary and are defined in the agreement between the client and Apollon.