Cyrus Pearo
Cyrus Pearo is a CFP-designated registered investment advisor at Investment Management Associates, based in Greenwood Village, CO, with 9 years of industry experience. Cyrus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 335 clients with $570M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $6.0M | 1.00% |
| $6M+ | 1.00% |
Fees are negotiable for accounts above $6 million. For accounts between $1 million and $2 million, the fee is 1.25% on the first $1 million and 1% on the portion above $1 million.
Fee Estimator
Location
5690 Dtc Boulevard, Suite 140W, Greenwood Village, CO, 80111-3232
Get directionsHistory
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 races bicycles and occasionally receives compensation. He is also an enrolled agent, preparing a small number of personal tax returns, which takes minimal time.
Employment History
Current Registrations
Investment Management Associates
Previous Registrations
Breakaway Capital Advisors LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations1 state
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