Scott Sherry
Scott Sherry is a registered investment advisor at The Sherry Group, INC., based in Mountain Home, AR, with 21 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 203 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable depending on extenuating circumstances.
Fee Estimator
Location
5 E. 6th Street, Mountain Home, AR, 72653
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott works as an advisor/research marketing assistant at The Sherry Group, Inc. and is also a registered representative/investment adviser representative with OSAIC Wealth, Inc. Additionally, Scott sells life insurance as a sole proprietor and does farm work, dedicating minimal time to each.
Employment History
Current Registrations
The Sherry Group, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
State Registrations2 states
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