Aldebaran Financial Inc

Aldebaran Financial Inc

Kingsport, Tennessee

5.0

9 Reviews

Aldebaran Financial Inc is a small investment advisory firm based out of Kingsport, TN. With 1 office, the company prides itself on delivering personalized financial solutions to its clients. With a team of 7 employees, including 2 dedicated investment advisors, Aldebaran Financial Inc manages an average of $111,190,000 in assets per advisor, aligning with industry standards. The compensation structure at Aldebaran Financial Inc encompasses various types, such as a percentage of assets under management, hourly charges, and fixed fees. Their expertise lies in managing employer 401Ks and individual portfolios, which account for app...see more

Assets Under Mgmt

$222.39M

Investment Professionals

2

Locations

0

% 401K & Individual

46%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Hourly Charges
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Other Business Activities

  • Lawyer or law firm

Reviews for Aldebaran Financial Inc

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