Cyrus Eslami is a registered investment advisor at Eslami & CO. Wealth Management, LLC, based in New York, NY. Cyrus 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 5 clients with $3.2M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
For Clients participating in our Tax-Aware Overlay or Sub-Advisory services, fees charged by the third-party Sub-Advisor are separate from and in addition to Eslami & Co.'s advisory fee. Sub-Advisory fees range from 0.40% to 2.25% of the total account value.
Fee Estimator
Location
New York, NY
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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
Cyrus is a founding engineer at Warmer, developing AI-powered software for financial advisors, dedicating nearly full-time hours to this role. He also independently develops automated trading strategies in US futures markets, spending minimal time on this activity.
Employment History
Current Registrations
Eslami & CO. Wealth Management, LLC
State Registrations1 state
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