Alamo Capital
Assets Under Management
$81.7M
Number of Clients
Not reported
Number of Advisors
6
Average Client AUM
N/A
AUM per Advisor
$13.6M
Compensation
Fee-Only (AUM)
About This Firm
Alamo Capital, established in 1987, offers personalized investment advisory services to individuals, trusts, and estates. They manage equity, fixed income, and balanced accounts, aiming to exceed benchmarks while managing risk. They specialize in fixed income securities, particularly municipal bonds. The firm has discretionary authority over client assets.
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
Location
201 N Civic Dr, #180, Walnut Creek, CA, 94596-3761