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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 101 clients with $690M 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% |
Rates shown are for standard discretionary investment management. Active beta strategy schedules feature lower rates (0.60% down to 0.30%). Investment consulting services have a separate schedule starting at 0.50% and typically require a $20 million minimum.
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.
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 →Employment History
Current Registrations
Siharum Advisors, LLC
Previous Registrations
Federal Street Advisors INC
State Registrations1 state
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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