Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA, 90025-0449
Get directionsRegulatory History
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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William is a Managing Director at Aristotle Capital Management, LLC, dedicating full-time hours to this role. He also serves as an Advisory Board Member for the South Boston Boys and Girls Club, committing minimal time each month.