Patrick Callaghan is a registered investment advisor at &partners, based in Northbrook, IL, with 28 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
650 Dundee Rd #330, Northbrook, IL, 60062
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Regulatory History (1)
Customer Dispute
March 2020Other Business Activities
Patrick has a loan in Colorado Springs, CO, but it is not investment related. He is also the past president of the Rotary Club of Glenview Sunrise, where he oversaw the fundraising committee for fourteen years, dedicating minimal time to this role.
Employment History
Current Registrations
&partnersBroker
&partners
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Morgan StanleyBroker
Morgan Stanley
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations32 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.