Allyson Saldana
Allyson Saldana is a registered investment advisor at Ams Capital Management LLC, based in San Mateo, CA, with 26 years of industry experience. Allyson 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. Their firm serves 57 clients with $36M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $3.5M | 1.50% |
| $3.5M - $5.0M | 1.40% |
| $5.0M - $8.0M | 1.00% |
| $8M+ | 0.90% |
Fees are negotiable.
Fee Estimator
Location
63 Bovet Road, Suite 313, San Mateo, CA, 94402
Get directionsHistory
Regulatory History (4)
Customer Dispute
April 2012Regulatory
December 2011Employment Separation After Allegations
December 2009Customer Dispute
April 2001Other Business ActivitiesSells Insurance
Allyson is a licensed insurance agent offering life, health, and disability fixed insurance. This activity is insurance-related.
Employment History
Current Registrations
Ams Capital Management LLC
Previous Registrations
Ams Capital Management LLC
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Brokersxpress LLC
Brokersxpress LLCBroker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Wm Financial Services, INC.Broker
Wells Fargo Securities INC.Broker
Wells Fargo Securities INC.Broker
State Registrations1 state
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.