JG
CFA
JG
CFA

Jeyamariappan Ganapathy

10 Years of Experience
Clarksburg, MD

Jeyamariappan Ganapathy is a CFA-designated registered investment advisor at Samatva Wealth Management LLC, based in Clarksburg, MD, with 10 years of industry experience. Jeyamariappan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 21 clients with $830K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
21 clients
Average Client Portfolio
$39K average
Assets Under Management
$825K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.50%
$1.0M - $2.0M0.35%
$2.0M - $10.0M0.30%
$10.0M - $20.0M0.25%
$20M+0.20%

Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.

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

Clarksburg, MD

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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
Samatva Wealth Management LLC
August 2015 - Present · 10 yrs 9 mos
State Registrations10 states
CAFLGAMDNCOHPATXVAWA
Advisor

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
No exam information available for this advisor.
Jeyamariappan Ganapathy - Financial Advisor | TrueAdvisor