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Maziar Nmn Esmailbeigi

23 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
29 advisors
Number of Clients
2,358 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$3.4B

Fee Structure

Financial Plan Fee:$500 - $5,000

SteelPeak charges fixed fees for financial planning and consulting, ranging from $500 to $5,000, depending on the scope and complexity. Investment management fees range from 0.75% to 1.75% annually, based on assets under management. Fees are prorated and charged quarterly in advance. The firm may offset financial planning fees if the client engages them for investment advisory services. The Firm does take a management fee for its services to Long- Short (discounted to 0.50% per annum for SteelPeak clients from 1.50% per annum for non-SteelPeak clients) and Goal -Line (charged based on each limited partner’s capital commitments and discounted to 1.00% per annum for SteelPeak clients from 1.50% per annum for non-SteelPeak clients).

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
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Advisor Information

Office location

21650 Oxnard Street, Suite 2300, Woodland Hills, CA, 91367

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Denied
Other Business ActivitiesSells Insurance

Maziar works at Steel Peak Wealth Management full-time since 2012. He is also a fixed insurance agent at Steel Peak Estate & Insurance since 2014, dedicating minimal time to this activity.

Employment History
Current Registrations
Steelpeak Wealth, LLC
October 2012 - Present · 13 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2012 - November 2018 · 6 yrs 1 mo
Morgan Stanley
June 2009 - October 2012 · 3 yrs 4 mos
Morgan Stanley Broker
June 2009 - October 2012 · 3 yrs 4 mos
Citigroup Global Markets INC.
February 2008 - June 2009 · 1 yr 4 mos
Citigroup Global Markets INC. Broker
February 2008 - June 2009 · 1 yr 4 mos
UBS Financial Services INC.
June 2002 - February 2008 · 5 yrs 8 mos
UBS Financial Services INC. Broker
May 2002 - February 2008 · 5 yrs 9 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Maziar Nmn Esmailbeigi - Financial Advisor | AdvisorDiscover