Advisor at Esquires Group LLC
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Shankar Meganatha is a financial advisor at Esquires Group LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Cisco Systems for three years before joining Esquires Group in 2017. In addition to his advisory role, he provides management consulting services focused on data analytics to support business growth. Esquires Group offers investment advisory and portfolio management services to a diverse client base, including private individuals, high-net-worth clients, trusts, foundations, endowments, and companies. The firm uses a structured approach based on risk profiles and portfolio strategies, employing fundamental and technical analysis across various asset classes.
Based on Esquires Group LLC
Fixed fee negotiated upfront, e.g., $500 for 4 hours for block of hours
0.5% to 1% per annum depending on assets under management and investment strategy selected
$50 to $200 per hour for specific investment recommendations not part of standard services
Account minimum: $5,000 for IRA accounts; $10,000 for Taxable and Trust accounts
Austin, TX
Texas
Esquires Group LLC
2017 - Present (9 years)
Cisco Systems
2014 - 2017 (3 years)
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