

Michael Dolberg
Apollon Wealth Management
Founding Partner & CEO

Apollon Wealth Management
Overview
Michael Dolberg is the Founding Partner and CEO of Apollon Wealth Management, located in Mount Pleasant, SC. With over 22 years of experience in wealth management, investment management, and estate planning, he has cultivated a deep understanding of the complexities that clients face in today's financial landscape. A Certified Financial Planner (CFP), Michael is committed to creating customized strategies that align not only with financial goals but also with each client's unique life aspirations. At Apollon, Michael leads a team that prioritizes personalized service and comprehensive planning. He believes the foundation of successful wealth management lies in meaningful conversations, enabling his team to understand clients' goals, risk tolerances, and values fully. This discovery process ensures that every portfolio is tailored to fit the individual needs of the investor, enhancing both performance and financial peace of mind. Michael's dedication to nurturing long-term relationships and providing expert guidance has earned him a reputation as a trusted ally in navigating the nuances of wealth management.
Experience
22 yrs
AUM
$5.5B
Minimum
$1M
Fee Type
Fee-Based
Specialties
Certifications & Licenses
Regulatory Information
CRD Number
4699964
Disclosures
Clean Record
No complaints, regulatory actions, or disclosures found
Fee Structure
Assets Under Management (AUM) Fee
Account minimum: $500K (negotiable)
Comprehensive Financial Plan
$5Kone-time
Hourly Consultation
$350 - $405per hour
Work History
Apollon Wealth ManagementCurrent
Managing Director / Financial Advisor
Wells Fargo Advisors
Senior Financial Advisor
Ameriprise Financial
Financial Advisor
Other Business Activities
This advisor is also engaged in the following business activities:
insurance agent
Licensed to sell life insurance and annuities
Compensation: Commissions
broker dealer
Registered Representative with affiliated broker-dealer
Compensation: Commissions
Office Locations
Apollon Wealth Management
PrimaryMount Pleasant, SC
Key Team Members

Michael Dolberg
Founding Partner & CEO
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Key Team Members

Michael Dolberg
Founding Partner & CEO
Office Locations
Apollon Wealth Management
PrimaryMount Pleasant, SC
Reviews
Leave a ReviewNo reviews yet
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