Aldebaran Capital provides personalized investment management and financial planning services to individuals, high-net-worth clients, and retirement plans. The firm builds customized investment portfolios based on each client's goals, time horizon, and risk tolerance, using strategies that include fundamental and technical analysis, long-term and short-term purchases, and options trading. In addition to managing portfolios, Aldebaran Capital offers detailed financial planning covering retirement strategies, cash flow analysis, tax reduction, risk management, estate preservation, and education funding. Clients can also receive standalone financial planning or consulting on specific topics. Aldebaran Capital operates as a registered investment advisor legally required to act in the best interest of its clients, with an account minimum of $25,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 1.00% |
Equities under $500K cost 0.50% to 1.00% annually; bonds under $500K cost 0.50% annually. Fees for assets over $500K are negotiable. Aldebaran Capital may waive the planning fee if you implement the plan through them.