MS
MS

Muthiah Saravanan

13 Years of Experience
Airmont, NY

Muthiah Saravanan is a registered investment advisor at Jssr Capital LLC, based in Airmont, NY, with 13 years of industry experience. Muthiah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 26 clients with $3.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
26 clients
Average Client Portfolio
$127K average
Assets Under Management
$3.3M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. Qualified clients may pay an annual fee of 2.00% of assets under management along with a 10.00% performance fee based on capital appreciation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Airmont, NY

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Jssr Capital LLC
May 2023 - Present · 3 yrs
Previous Registrations
MML Investors Services, LLCBroker
November 2019 - December 2020 · 1 yr 1 mo
Allstate Financial Services, LLCBroker
August 2016 - November 2019 · 3 yrs 3 mos
Nylife Securities LLCBroker
October 2011 - August 2016 · 4 yrs 10 mos
David Lerner Associates, INC.Broker
May 2010 - September 2011 · 1 yr 4 mos
State Registrations2 states
NYTX
Advisor

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Exams
No exam information available for this advisor.