Graham Bacheller
Graham Bacheller is a registered investment advisor at Lincoln Investment, based in Danvers, MA, with 20 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
7 Federal Street, Suite 31, Danvers, MA, 01923
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2009Other Business Activities
Graham is a board member of Friends of the North Shore Education Consortium, a charity, since 2010. He dedicates a few hours per week to making decisions regarding fundraising and expenditures.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
State Registrations4 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.