Aberdour Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,795,603
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$119,707
About
Aberdour Investments provides individualized investment management and financial planning services to private individuals and a notably broad set of institutional and corporate clients. In addition to portfolio management and comprehensive financial plans, the firm offers educational seminars and speaking engagements and publishes periodicals or newsletters for client education.
The firm primarily implements a passive investment-management framework built with index mutual funds and ETFs, while also applying fundamental, technical, cyclical and charting analysis when constructing or evaluating portfolios and outside-manager options. Client relationships are documented with individualized investment policy statements, subject to periodic monitoring and, when authorized, discretionary trading; the firm also recommends outside managers and uses custodial platforms and advisor tools to implement strategies.
What is distinctive is the range of less-common client types served—including sovereign wealth funds, banking and thrift institutions, insurance companies, state and municipal entities, other investment advisers, pension plans, corporate clients and charitable organizations—despite the firm’s modest asset base and limited client roster. The practice also emphasizes client education (regular seminars, speaking engagements and newsletters) and is operated by a principal who balances advisory duties with an external professional role that consumes a significant portion of their time.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
Financial Planning fixed fees range from $250 to $5,000, negotiable; Comprehensive Financial Planning upfront fee $750 plus $250/month ongoing.
1.00% annually
Financial Planning hourly fee between $80 and $250 per hour, depending on complexity.
Fee-only: Financial Planning hourly fees range from $80 to $250 per hour, negotiable.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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