Adam Gold is a registered investment advisor at Alamo Capital, based in Walnut Creek, CA, with 17 years of industry experience. Adam 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, #180, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Alamo Capital
Alamo CapitalBroker
State Registrations4 states
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