Advisor at Map to Your Wealth 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
Map to Your Wealth LLC
Location
Floral Park, NY
Credentials
Series 65
Industry experience
6 years
Sivaparvati Thagirisa is a financial advisor at Map to Your Wealth LLC with six years of industry experience. She holds a Series 65 designation and has been with the firm since 2019. Prior to this, she was not employed in the financial sector from 2015 to 2019. Map to Your Wealth LLC provides investment management, financial planning, and employee benefit plan services to individuals, trusts, small businesses, pension plans, and charitable organizations. The firm uses client-specific investment policies and typically implements portfolios with passive, low-cost index funds and ETFs, while incorporating fundamental analysis and active strategies when requested.
Based on Map to Your Wealth LLC
Based on Map to Your Wealth LLC
Comprehensive Financial Planning: $600 upfront plus $140/month ongoing; Financial Planning fixed fees range from $1,000 to $2,600
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
Account minimum: $100,000
Floral Park, NY
Louisiana · New York · Texas
Map to Your Wealth LLC
2019 - Present (7 years)
RETIRED / Unemployed
2015 - 2019 (4 years)
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Is not active or affiliated with:
Insurance agent
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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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