Aldebaran Financial is a registered investment advisor based in Kingsport, Tennessee, providing custom investment advice and portfolio supervision. The firm builds globally diversified portfolios using individual stocks, mutual funds, exchange-traded funds, fixed-income securities, options, and closed-end funds tailored to each client's specific goals, income needs, and tax situation. In addition to investment management, Aldebaran Financial offers tax return preparation for simple returns and basic estate planning legal services such as drafting wills and trusts. The firm serves individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, and other institutions.
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.