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Cyrus Mossavar-Rahmani

5 Years of Experience

Cyrus Mossavar-Rahmani is a registered investment advisor at Uas Asset Management, based in New York, NY, with 5 years of industry experience. Cyrus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 355 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
355 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$449.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.5M1.25%
$2.5M - $5.0M1.00%
$5M+0.75%

Management fees for accounts invested primarily in fixed income securities are between 0.25% and 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

655 Third Avenue, Suite 2906, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Cyrus manages Parrotia I, LLC, which holds early-stage private company shares as a passive investment. He spends minimal time administering the LLC.

Employment History
Current Registrations
Uas Asset Management
February 2021 - Present · 5 yrs 2 mos
State Registrations3 states
CACTNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Cyrus Mossavar-Rahmani - Financial Advisor | TrueAdvisor