Marc Presley
Marc Presley is a registered investment advisor at Alcyon Wealth Partners, based in Youngstown, OH, with 28 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 395 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alcyon Wealth Partners manages investments for a fee based on the value of your portfolio. The annual fee ranges from 1.00% to 2.00% depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance. The fee may be negotiable.
Location
5121 Mahoning Avenue, Suite 101, Youngstown, OH, 44515-1847
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Marc is a licensed insurance professional, dedicating minimal time to this activity. He also owns Alcyon Hospitality, LLC, a restaurant, and is a partner in Alcyon Realty, LLC, a real estate investment company, and a partner in Alycon Capital.
Employment History
Current Registrations
Alcyon Wealth Partners
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Butler, Wick & CO., INC.
Butler, Wick & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.