Patrick Lyman
Patrick Lyman is a CFP-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Barrington, IL, with 6 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,640 clients with $600M 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 | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable depending on the scope and complexity of the engagement.
Fee Estimator
Location
200 Applebee St, Suite 208, Barrington, IL, 60010
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 operates his LPL business through Sequoia Financial Planning and is also an insurance agent through Sequoia Financial Network, taking nearly full-time and a few hours per week, respectively. He also provides administrative support to Sequoia Wealth Management, works as an online tutor, and is a board member for two non-profit organizations.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
LPL Financial LLCBroker
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
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