Advisor at The Sherry Group, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Sherry Group, Inc.
Location
Mountain Home, AR 72653
Credentials
ChFC®, Series 63, Series 65
Industry experience
44 years
H. Raymond Sherry is a financial advisor with The Sherry Group, Inc. in Mountain Home, Arkansas, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including roles at Osaic Wealth, Inc., Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Outside of advising, he manages a farm where he breeds and sells horses. The Sherry Group, Inc. provides comprehensive asset management and financial planning services to individuals, trusts, retirement plans, and other entities, managing approximately $130 million in client assets. The firm utilizes a tailored asset allocation approach combining fundamental, technical, and cyclical analysis, offering discretionary portfolio management and access to third-party model portfolios and insurance and brokerage products.
Based on The Sherry Group, Inc.
Based on The Sherry Group, Inc.
Fixed fees based on specific projects, agreed upon in advance.
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Commissions received by registered representatives on sale of securities and insurance products; varies with product and volume.
$175-$250 per hour for advisory services; $50 per hour for administrative services.
Account minimum: $100,000 Minimum fee: $300 administrative fee may be assessed annually if assets under management remain below $100,000 after a two-year grace period. Fee-only: Hourly rates from $175 to $250 per hour for advisory services; administrative services at $50 per hour.
5 E. 6 Th Street
Mountain Home, AR 72653
Arkansas · Illinois · Texas
OSAIC
2018 - Present (8 years)
Signator Investors, inc.
2016 - 2018 (2 years)
Transamerica Financial Advisors, Inc.
2009 - 2016 (7 years)
The Sherry Group, Inc.
2007 - Present (19 years)
Transamerica Life
1992 - 2016 (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
CFP®, Series 63, Series 65
Mountain Home, AR
The Sherry Group, Inc.
Series 66
Mountain Home, AR
Crews & Associates, inc.
Series 63, Series 65
Norfork, AR
Alexander Capital Wealth Management LLC
Series 66
Mountain Home, AR
Kingsview Wealth Management, LLC
CFP®, Series 66
Mountain Home, AR
LPL Financial
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