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

11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA, 90025-0449

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Regulatory History (1)
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Judgment / Lien
August 2025
Other Business Activities

Kristie works full-time as a Director of National Accounts at Aristotle Capital Management, LLC, managing relationships with wire houses. This activity is investment-related.

Employment History
Current Registrations
Foreside Financial Services, LLC
March 2025 - Present · 10 mos
Foreside Financial Services, LLCBroker
March 2025 - Present · 10 mos
Aristotle Capital Management, LLC
February 2025 - Present · 11 mos
Previous Registrations
Morgan Stanley
June 2009 - May 2024 · 14 yrs 11 mos
Morgan Stanley Broker
June 2009 - May 2024 · 14 yrs 11 mos
Citigroup Global Markets INC.
April 2006 - June 2009 · 3 yrs 2 mos
Citigroup Global Markets INC. Broker
October 1996 - June 2009 · 12 yrs 8 mos
State Registrations6 states
CACTFLILNJNY
AdvisorBroker
Exams
No exam information available for this advisor.