Mazda Sadeghi is a registered investment advisor at Alamo Capital, based in Walnut Creek, CA, with 33 years of industry experience. Mazda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alamo Capital charges a percentage of the value of your investments each year. The percentage decreases as the amount you invest increases. Different rates apply to equity/fixed income versus cash/money market accounts. Fees may be negotiable.
Equity/Fixed Income:
- $50,000 - $249,999: 1.45%
- $250,000 - $1,999,999: 1.25%
- $2,000,000 - $2,999,999: 1.00%
- $3,000,000 - $3,999,999: 0.50%
- $4,000,000 - $4,999,999: 0.40%
- $5,000,000 - $14,999,999: 0.35%
- $15,000,000 and up: 0.25%
Cash/Money Market:
- $50,000 - $249,999: 1.00%
- $250,000 - $1,999,999: 0.75%
- $2,000,000 - $2,999,999: 0.55%
- $3,000,000 - $3,999,999: 0.45%
- $4,000,000 - $4,999,999: 0.35%
- $5,000,000 - $14,999,999: 0.30%
- $15,000,000 and up: 0.20%
Location
201 N Civic Dr, Suite 180, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2011Employment History
Current Registrations
Alamo Capital
Alamo CapitalBroker
Previous Registrations
Morgan Stanley Dw INC.Broker
Morgan Stanley Dean Witter Online INC.Broker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
State Registrations9 states
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.