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
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.
Learn about disclosures →Other Business Activities
William is the president of Alamo Advertising Group, a non-investment related activity, spending a few hours per week. He also serves as the secretary of the San Francisco Municipal Bond Club, a tax-exempt social club, dedicating minimal time each week.