Aldabra Capital Management

Fee-Only (% of Portfolio)

Aldabra Capital Management provides investment advice to individuals, small businesses, high net worth individuals, trusts, estates, and individual retirement accounts. Aldabra Capital makes concentrated investments in companies expected to grow their earnings and value significantly over the long term. Clients are not authorized to impose any restrictions on the products or securities the firm can invest in.

Assets Under Management$1.6M
Clients15
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.6M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K0.80%
$200K - $500K0.60%
$500K+0.40%

Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
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Location

1 Advisors at this firm

Aldabra Capital Management | TrueAdvisor