Aberdeen Investment Management, LLC

Fee-Only (% of Portfolio)

Aberdeen Investment Management offers investment selection and trading guidance to qualified investors, focusing on specific public and private companies. They manage investment accounts and provide investment supervisory services on a discretionary basis to partnerships, individuals, and trusts. Aberdeen invests in a specific market segment and advises clients to limit their investment to a small percentage of their overall portfolio (less than 10%).

Assets Under Management$6.9M
Clients18
Advisors1
Avg. per Client$380K
Avg. per Advisor$6.9M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are generally not negotiable. Clients also pay a quarterly performance fee of up to 10% of net profits.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm