Daniel Peterson
Advisor at Alamo Advisors, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Alamo Advisors, LP
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alamo Advisors, LP
Location
San Antonio, TX 78231
Credentials
CFP®, PFS™
Industry experience
25 years
Daniel Peterson is a Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS™) with 25 years of experience in the financial advisory industry. He has been with Alamo Advisors, LP in San Antonio, TX since 2002. Alamo Advisors, LP provides investment advisory services primarily to high-net-worth individuals and charitable organizations, focusing on selecting and monitoring independent third-party money managers. The firm manages client assets on a non-discretionary basis and offers additional services including accounting and tax preparation.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001 - $15,000,000: 0.25% $15,000,001+: 0.20%
Account minimum: $5,000,000
4114 Pond Hill, Suite 201
San Antonio, TX 78231
Texas
Alamo Advisors, LP
2002 - Present (24 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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