AG

Andrew Phillip Gotfried

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
19 advisors
Number of Clients
5,903 clients
Average Client Portfolio
$7.4M average
Assets Under Management
$43.8B

Fee Structure

Minimum Investment:$10M
Financial Planning:Investment management only

Aristotle Capital's annual management fee for separately managed accounts and private funds ranges from 0.30% to 1.00% of assets under management, subject to negotiation based on factors like account size and investment strategy. Wrap and model delivery program fees range from 1% to 3% per annum, with Aristotle Capital receiving a portion. Fees may be negotiable. The minimum account size for an institutional separately managed account is generally $10,000,000.

Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Advisor Information

Office location
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a VP at Aristotle Capital Management, LLC, focusing on business development asset management, dedicating full-time hours to this role. He also owns a vacation rental property, spending minimal time on it.

Employment History
Current Registrations
Aristotle Capital Management, LLC
December 2023 - Present · 2 yrs 1 mo
Foreside Financial Services, LLCBroker
October 2023 - Present · 2 yrs 3 mos
Foreside Financial Services, LLC
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Imst Distributors, LLCBroker
November 2022 - October 2023 · 11 mos
Crossmark Distributors, INC.Broker
February 2019 - August 2022 · 3 yrs 6 mos
Driehaus Securities LLCBroker
January 2016 - August 2016 · 7 mos
Eagle Fund Distributors, INC.Broker
February 2012 - January 2016 · 3 yrs 11 mos
Raymond James Financial Services, INC.Broker
December 2004 - May 2006 · 1 yr 5 mos
Raymond James & Associates, INC.
September 2004 - January 2016 · 11 yrs 4 mos
Raymond James & Associates, INC. Broker
August 2004 - January 2016 · 11 yrs 5 mos
Raymond James Financial Services
November 2003 - August 2004 · 9 mos
Raymond James Financial Services, INC.Broker
November 2000 - August 2004 · 3 yrs 9 mos
Raymond James Financial Services, INC.Broker
February 1998 - July 2000 · 2 yrs 5 mos
Barnett Investments, INC.Broker
December 1995 - March 1998 · 2 yrs 3 mos
Barnett Investments, INC.Broker
April 1994 - September 1995 · 1 yr 5 mos
State Registrations13 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.