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.
San Diego, CA
Get directionsNo 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.
Learn about disclosures →Michael is a Managing Director at Aristotle Capital Management, LLC, dedicating full-time hours to client services. He also owns and manages two rental properties, spending minimal time on each per month.