Aristotle Capital Management Review


Trust Score 74%
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Aristotle Capital Management, federally registered in 2001, is a Registered Investment Advisor (RIA) in 40 state(s) with a licensed staff of 14 advisors. Aristotle Capital Management manages $14 billion and provides investment advisory services for 1,562 clients (1:112 advisor/client ratio).

The annual fee for investment advisory services ranges from 0.30% to 1.00% of AUM.

Benefits


  • Firm uses a transparent fee-only model
  • Firm has $1B or more in assets under management
  • Firm services over 1,000 clients

Considerations


  • There is only one licensed advisor for every 112 clients (industry average 1:50)
  • Firm has been federally registered for only 17 years
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on a $0 portfolio
Disciplinary History No
Total AUM $14 billion
Average Account AUM $8,791,977
Broker-Dealer Hybrid No
Annual Management Fee Notes The annual fee for investment advisory services ranges from 0.30% to 1.00% of AUM.
Minimum Investment $10,000,000
Minimum Annual Fee $0
Advisor / Client Ratio 1:112
Headquarters Los Angeles, CA
SEC Filings Forms and Brochures


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