Will my assets still benefit from householding for billing purposes?

Yes, your existing billing household will remain the same at Apollon.

As a benefit to households with multiple accounts under management, you and members of your immediate family (as defined in our Investing Advisory Agreement) are assessed a management fee based on the total relationship that you have with the firm.

Rather than assessing our pricing structure on each individual account, we will view the relationship as a whole, and provide the most favorable pricing tier to each account in the billing group.

Clients are responsible for notifying us of their eligibility for household billing by emailing support@foolwealth.com.