Sashi Menon
Sashi Menon is a registered investment advisor at Osaic Wealth, INC., based in San Juan Capistrano, CA, with 39 years of industry experience. Sashi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
San Juan Capistrano, CA
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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 →Other Business ActivitiesSells Insurance
Sashi provides investment advisory services through Menon/Brown Advisory Group and is a registered representative with FSC Securities Corporation, spending about a quarter of his time on securities sales. Sashi also sells fixed insurance products through Banner Life Insurance Company/Transamerica Life, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Menon/brown Advisory Group
Previous Registrations
Fsc Securities Corporation
Fsc Securities CorporationBroker
Corporate Benefit Securities, INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
Morgan, Olmstead, Kennedy & Gardner IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations6 states
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