Eslami & Co. Wealth Management provides investment advice and financial planning to individuals. The firm creates investment plans based on a client's goals and risk tolerance, primarily using stocks, bonds, mutual funds, and ETFs. Eslami & Co. may recommend third-party investment managers for certain clients. Financial planning services include business planning, cash flow and debt management, college savings, estate planning, insurance, retirement planning, risk management, and tax planning strategies.
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.