Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.45% |
| $250K - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $4.0M | 0.50% |
| $4.0M - $5.0M | 0.40% |
| $5.0M - $15.0M | 0.35% |
| $15M+ | 0.25% |
Fees may be adjusted on a client-by-client basis. The fee percentage declines as the asset level increases.
Fee Estimator
Alamo is compensated based on a percentage of assets under management. The annual investment advisory fee is payable quarterly and varies based on account value and asset type (Equity/Fixed Income vs. Cash/Money Market). These fees may be individually negotiated. Alamo generally requires a minimum account size of $50,000, but exceptions are made. Clients will also incur individual ticket charges for securities transactions, which is a flat fee imposed by RBC.
Areas of Practice
Advisor Information
Office location
201 N Civic Dr, Suite 180, Walnut Creek, CA, 94596
Get directionsRegulatory History
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