Mazda John Sadeghi

Alamo Capital

33 Years of Experience

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Firm Information

Alamo Capital

Compensation

Fee-Only (AUM)

Number of Advisors

6 advisors

Number of Clients

Not specified

Average Client Portfolio

Not specified

Assets Under Management

$81.7M

Fee Structure

Minimum Investment:$50K

Financial Planning:Investment management only

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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.

View Full Brochure on SEC

Areas of Practice

Investment ManagementHigh Net Worth

Advisor Information

Office location

201 N Civic Dr, Suite 180, Walnut Creek, CA, 94596

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Regulatory History (1)

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