Eswar Menon is a registered investment advisor at Empiric Institutional, based in Austin, TX, with 17 years of industry experience. Eswar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $9.9M 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 $5.0M | 0.90% |
| $5.0M - $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100.0M - $250.0M | 0.70% |
| $250M+ | 0.65% |
These fees apply to EI EAFE Small Cap and EI USA Small Cap strategies. Fees are negotiable. Other strategies have different fee schedules.
Fee Estimator
Location
500 N Capital of Texas Hwy, Building 8, Suite 150, Austin, TX, 78746
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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 Activities
Eswar is a Trustee and Chairman of the Investment Committee for the San Jose Police & Fire Retirement Fund. He also serves as an advisor to Sameeksha Capital, an India-based asset management company, spending about a quarter of his time reviewing research and making recommendations.
Employment History
Current Registrations
Empiric Institutional
Previous Registrations
Harper Capital Management, LLC
Geneva Advisors, LLC
Whv Investments, INC.
Denahi Global Investments, LLC
Denahi Global Investments, LLC
State Registrations1 state
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