Daniel Peterson is a CFP, PFS-designated registered investment advisor at Alamo Advisors, LP, based in San Antonio, TX, with 25 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 218 clients with $3.8B 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $15.0M | 0.25% |
| $15M+ | 0.20% |
Minimum account size of $5,000,000 is required, but may be negotiable. Alamo may group certain related client accounts for the purpose of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Location
4114 Pond Hill, Suite 201, San Antonio, TX, 78231
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Regulatory 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 →Employment History
Current Registrations
Alamo Advisors, LP
Previous Registrations
Alamo Advisors, LP
Ernst & Young LLP
State Registrations1 state
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