Sivakumar Sitaraman is a registered investment advisor at Trillium Square Advisors LLC, based in Rolesville, NC. Sivakumar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 55 clients with $27M 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 $300K | 1.19% |
| $300K - $1.0M | 0.99% |
| $1.0M - $3.0M | 0.79% |
| $3M+ | 0.59% |
Fee Estimator
Location
Rolesville, NC
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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
Trillium Square Advisors LLC
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
State Registrations3 states
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