Eslami & Co. Wealth Management, LLC

Eslami & Co. is a fee‑only, independent advisory firm that provides discretionary investment management and both ongoing and project‑based financial planning to individuals and high‑net‑worth clients. The firm manages client portfolios and integrates held‑away accounts and financial planning considerations into its advice, relying on percentage‑of‑AUM billing common among similar independent advisers.

The firm uses a blended active/passive approach across ETFs, mutual funds and alternative risk premia, and may include targeted exposures such as global futures trend‑following, diversified futures carry, merger arbitrage and modest Bitcoin allocations when suitable. For certain clients it implements a tax‑aware overlay via third‑party Sub‑Advisors using a two‑sleeve structure—a Sub‑Advisor‑managed “Managed Sleeve” and an advisor‑managed “Collateral Sleeve”—which requires margin accounts, auto‑journaling, advance notice for contributions/withdrawals, and accepts the risks of leverage, short sales and quantitative model reliance.

Noteworthy differences from many peers include the firm’s explicit use of Sub‑Advisors for tax‑aware overlay strategies with layered fee and operational arrangements (including disclosed soft‑dollar practices, year‑end blackout periods, and mandatory arbitration for Sub‑Advisor disputes) and a stated cap on combined advisory fees. As a small, single‑advisor boutique with roughly $10.7 million in assets under management, the firm also discloses the principal’s outside technology role with a platform provider and emphasizes verification and ongoing monitoring of any Sub‑Advisor engagements.