Patrick Sirayathorn
Patrick Sirayathorn is a CFP, ChFC-designated registered investment advisor at Alden Investment Group, based in Memphis, TN, with 13 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,460 clients with $390M 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% |
Maximum fee is up to 2.00% per year. Fees are negotiable. An additional platform reporting fee of 0.05% applies.
Fee Estimator
Location
5100 Poplar Avenue, Suite 1211, Memphis, TN, 38137
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
Patrick is appointed with various insurance carriers to broker non-registered insurance products through Hallthorn Advisory Services LLC and HTG Financial, LLC.
Employment History
Current Registrations
Alden Investment Group
Previous Registrations
Crest Private Wealth, LLC
Eagle Strategies LLC
Ameriprise Financial Services, INC.
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
More Advisors
- Mark Loftis, CFP, ChFCMML Investors Services, LLC
- Paul Shifflet, CFANewsouth Capital Management INC
- Lindsey Mazzola, CFPLegacy Wealth Management, LLC
- Brandon Byrd, CFPDelta Asset Management, LLC
- Timothy Ellis, CFP, PFSRbg Wealth Advisors LLC
- Brian Barthol, CFPWilliam Howard & CO. Financial Advisors, INC.