SP
SP

Soumyalakshmi Parasuraman

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
168 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$270.9M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.60%
$3M+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

265 Winston Dr, Ste A, San Francisco, CA, 94132

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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
Griffin Black, LLC
September 2025 - Present · 5 mos
Previous Registrations
J.P. Morgan Securities LLC
April 2024 - August 2025 · 1 yr 4 mos
J.P. Morgan Securities LLCBroker
April 2024 - August 2025 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2023 - April 2024 · 1 yr 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.