Aldebaran Capital specializes in managing stock portfolios for individual investors, businesses, and institutions. They use a value investing approach, seeking to buy companies at a discount from their intrinsic value. Accounts are managed separately and held at a third-party custodian. Aldebaran Capital may accommodate client requests regarding specific investments.
Assets Under Management$160M
Clients157
Advisors2
Avg. per Client$1M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $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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