KS
CFA
KS
CFA

Kenneth Skarbeck

27 Years of Experience
Carmel, IN

Kenneth Skarbeck is a CFA-designated registered investment advisor at Aldebaran Capital, LLC, based in Carmel, IN, with 27 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 157 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
157 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$161.8M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $1.0M1.00%
$1M+0.75%

Fee schedule is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10293 N. Meridian St., Suite 300, Carmel, IN, 46290

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Aldebaran Capital, LLC
January 1999 - Present · 27 yrs 4 mos
State Registrations3 states
FLINTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kenneth Skarbeck - Financial Advisor | TrueAdvisor