Marc Presley
Marc Presley is a registered investment advisor at Alcyon Wealth Partners, based in Youngstown, OH, with 29 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Charitable Giving, Education Planning, Estate Planning, and 5 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range from 1.00% to 2.00% based on scope, complexity, and portfolio size. Fees are negotiable.
Fee Estimator
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.
Exams
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