Eslami & Co Wealth Management, LLC

Overview

Eslami & Co Wealth Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers when needed. Its fee schedule includes asset-based fees as well as hourly and fixed-fee arrangements. The firm reports it acts as a capital allocator, which indicates it directs client capital to third-party managers or products in certain strategies. Eslami & Co does not identify as an active ESG investor and is not presented as a multistate advisory platform.

Assets & Accounts

Investments & Alternatives