Most of your net worth is one stock. Now what?
Eslami & Co. is fee-only, fiduciary wealth management for tech professionals paid in equity.
Our founder, Cyrus Eslami, spent ten years building the world’s first robo-advisor. This firm does what an algorithm couldn’t do.
Don’t make six-figure decisions alone
A tender window just opened.
Three weeks to decide how much to sell, at what tax cost, and understand the impact on your long-term financial picture. We model it before the window closes – ideally before it opens.
You’re changing jobs.
An old 401(k), unvested grants left on the table, ninety days to exercise – or not – and a new package to negotiate. We put numbers on each piece so nothing gets lost by accident.
The IPO is (maybe) coming.
The decisions you make 12–24 months before a liquidity event matter more than anything you do after it: exercise strategy, AMT projections, exit scenarios, contingency plans.
Vesting made you rich in exactly one stock.
Half your net worth in one ticker is a bet you didn’t mean to place. We build the path towards diversification with the tax bill modeled in advance.
Nothing’s on fire? Even better. The clients who get the most from planning started in a quiet year.
Fees, in the open
Most advisors make you sit through a meeting to hear a number. Ours are published: a 1% fee that steps down to 0.50% as your assets grow, with a $10,000 per year minimum†.
- Annual advisory fee
- 1% → 0.50%
- Minimum†
- $10,000 / year
- Commissions & product sales
- Never
† Structured as our $10,000-a-year financial planning fee, which includes management of your first $1 million. Assets above $1 million follow the tiered schedule in our Form ADV Part 2A and carry no additional advisory fees.
Your fee covers all of our services: asset management, planning, and an always-on thought partner for when life pitches a curveball. We never make money from commissions or product sales.
The first call
Thirty minutes, free. Bring the comp package, your equity grants, or the question that’s been keeping you up. You’ll leave knowing the shape of your situation and how it would look to work together.
We only say “yes” when we can do our best work.
Schedule an intro call