Patrick Graham is a registered investment advisor at Tsfg, LLC, based in Lake Forest, IL, with 1 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,342 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TSFG, LLC charges an annual investment advisory fee of up to 2.00% of the value of your account. This fee is negotiable. The fee is calculated based on the market value of your account at the end of the previous quarter and billed in advance each quarter.
Location
1052 N Western Avenue, Lake Forest, IL, 60045
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 under Gradepoint Financial LLC and TS Financial Group, LLC, both DBAs for his LPL business. He also provides administrative support to TSFG, LLC, an independent investment advisor firm, dedicating full-time hours to this activity. Patrick also sells non-variable insurance products, spending a few hours per week on this.
Employment History
Current Registrations
Tsfg, LLC
LPL Financial LLCBroker
State Registrations3 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.