Shankar Meganatha is a registered investment advisor at Esquires Group LLC, based in Austin, TX, with 8 years of industry experience. Shankar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Esquires Group charges an annual management fee based on the value of your portfolio and the investment strategy you choose. The fee ranges from 0.5% to 1%. Fees are calculated at the beginning of each quarter and deducted mid-quarter. You'll receive an invoice before the withdrawal. If you close your account, fees will be adjusted based on when the funds are withdrawn.
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Shankar provides management consulting services in data analytics. He also owns three rental properties in Austin and is actively involved in their management.
Employment History
Current Registrations
Esquires Group LLC
State Registrations1 state
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