Advisor at Samatva Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Samatva Wealth Management LLC
Location
Clarksburg, MD
Credentials
CFA®, Series 65
Industry experience
10 years
Jeyamariappan Ganapathy is a CFA® charterholder and holds a Series 65 license with 10 years of industry experience. He has been the sole advisor at Samatva Wealth Management LLC since 2015 and previously worked at Senaissance Software. Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm operates on a fee-only basis and focuses on a long-term investment horizon using fundamental analysis and discounted cash flow techniques, with portfolios diversified primarily through actively managed mutual funds.
Based on Samatva Wealth Management LLC
Based on Samatva Wealth Management LLC
Flat fee available for financial planning and consulting services, maximum fee based on hours signed up
$0 - $500,000: 1.0% of AUM >$500,001 - $1,000,000: 0.50% of AUM >$1,000,001 - $2,000,000: 0.35% of AUM >$2,000,001 - $10,000,000: 0.30% of AUM >$10,000,001 - $20,000,000: 0.25% of AUM >$20,000,001+: 0.20% of AUM
Up to $250 per hour for financial planning and consulting services
Fee-only: Hourly fee up to $250 per hour; flat fee basis also available for financial planning and consulting services
Clarksburg, MD
California · Florida · Georgia · Maryland · North Carolina · Ohio · Pennsylvania · Texas · Virginia · Washington
Samatva Wealth Management
2015 - Present (11 years)
Senaissance Software
2013 - 2024 (11 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Applied Derivative Research or "ADR"
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