Alamo Capital offers personalized investment advice to individuals, trusts, and estates. They manage investment portfolios on a discretionary basis, taking into account each client's risk tolerance, goals, and financial needs. Alamo specializes in fixed income securities, particularly municipal bonds. They also manage equity and balanced accounts. Alamo acts as a broker/dealer, which may create conflicts of interest.
Assets Under Management$100M
ClientsN/A
Advisors6
Avg. per ClientN/A
Avg. per Advisor$17M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
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%
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