Alamo Advisors provides investment advisory services by selecting and monitoring third-party money managers for clients. Alamo works with clients to develop an asset allocation strategy based on their goals and risk tolerance, documented in an Investment Policy Statement. Alamo then searches for registered investment advisors whose portfolio management style aligns with the client's needs. Alamo monitors the performance of the selected managers and may recommend changes if needed. On a limited basis, Alamo also provides non-discretionary investment advisory services, creating and managing portfolios based on the client's individual needs and investment policy.
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.