Don Sherwood
Don Sherwood is a registered investment advisor at Alcyon Wealth Partners, based in Youngstown, OH, with 23 years of industry experience. Don 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
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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
Don is a licensed insurance professional, dedicating minimal time to this activity. He also has ownership stakes in Alcyon Capital, Alcyon Hospitality Group LLC (Sam's Wedge Inn restaurant), Alcyon Realty LLC, and Alcyon Ventures LLC, all requiring minimal time commitment.
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.