Apollon Wealth Management office
Michael Dolberg

Michael Dolberg

Apollon Wealth Management

Founding Partner & CEO

Mount Pleasant, SC
FINRA VerifiedFiduciary

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.

Firm Details

Experience

22 yrs

AUM

$5.5B

Minimum

$1M

Fee Type

Fee-Based

Specialties

Wealth ManagementInvestment ManagementEstate Planning

Certifications & Licenses

FiduciaryCFP

Regulatory Information

CRD Number

4699964

View on BrokerCheck
FINRA Verified

Disclosures

Clean Record

No complaints, regulatory actions, or disclosures found

Fee Structure

Assets Under Management (AUM) Fee

$0 - $500K1.75%
$500K - $1M1.50%
$1M - $3M1.25%
$3M - $5M1.00%
$5M - Above0.75%

Account minimum: $500K (negotiable)

Comprehensive Financial Plan

$5Kone-time

Hourly Consultation

$350 - $405per hour

Work History

Apollon Wealth ManagementCurrent

Managing Director / Financial Advisor

Jul 2018 - Present7 years

Wells Fargo Advisors

Senior Financial Advisor

Jan 2011 - Jul 20187 years

Ameriprise Financial

Financial Advisor

Mar 2006 - Jun 20115 years

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

Primary

Mount Pleasant, SC

Key Team Members

Michael Dolberg

Michael Dolberg

Founding Partner & CEO