Aldebaran Financial provides investment advice and supervisory services tailored to each client's needs. They construct portfolios using various investments like stocks, funds, and bonds. Aldebaran also offers consulting services outside of direct asset management. As of December 2024, Aldebaran Financial manages over $198 million on a discretionary basis.
Assets Under Management$200M
Clients639
Advisors3
Avg. per Client$310K
Avg. per Advisor$66M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable based on services provided, account mix, and client relationship. Fixed fees may be charged for specific services or managed assets when appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...