Shabrish Menon is a registered investment advisor at Finomenon Investments LLC, based in Kirkland, WA, with 2 years of industry experience. Shabrish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 16 clients with $3.1M 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 $500K | 1.00% |
| $500K - $3.0M | 0.90% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
Kirkland, WA
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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
Shabrish is the Chief Investment Officer for Panum Capital, his family's private office in India, spending a few hours per week managing investments. He also dedicates a few hours per week as Fundraising Chair for Voice of Planet and Founder/Fundraising Chair for Thrivehub Foundation, organizations focused on supporting small businesses.
Employment History
Current Registrations
Finomenon Investments LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations1 state
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