Balamurugan Cumaresan is a CFA-designated registered investment advisor at Siharum Advisors, LLC, based in Boston, MA, with 22 years of industry experience. Balamurugan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 98 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Also offers Active Beta Strategies with a different fee schedule: First $5M: 0.60%, Next $5M: 0.50%, Next $10M: 0.40%, Over $20M: 0.30%. Fees may be subject to negotiation.
Fee Estimator
Location
10 High Street, Suite 302, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Siharum Advisors, LLC
Previous Registrations
Federal Street Advisors INC
State Registrations1 state
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