Kaylee Feathers is a registered investment advisor at Aldebaran Financial INC, based in Kingsport, TN, with 2 years of industry experience. Kaylee 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, and 1 more. Their firm serves 366 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Basic fee schedule is 0.75% annually of managed assets. Fees are subject to review of services provided and are negotiable based on account mix and client relationship.
Fee Estimator
Location
200 Colonial Heights Road, Kingsport, TN, 37663
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Aldebaran Financial INC
State Registrations7 states
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
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