Geoffrey Stewart is a CFA-designated registered investment advisor at Aristotle Capital Management, LLC, based in Los Angeles, CA, with 11 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,903 clients with $44B in assets under management.
Compensation
Firm Size
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 the value of your portfolio. The specific fee is negotiated and depends on factors such as account size, investment strategy, and costs incurred by Aristotle Capital. Aristotle Capital also earns performance-based fees for certain institutional accounts. For wrap accounts, Aristotle Capital receives 0.34% – 0.50% per year on the managed account. For model delivery accounts, Aristotle Capital receives between 0.25% – 0.45% per year on the assets allocated to Aristotle Capital.
Location
11100 Santa Monica Blvd, Suite 1700, Los Angeles, CA, 90025-0449
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Aristotle Capital Management, LLC
Previous Registrations
Fahnestock Asset Management
Oppenheimer Asset Management INC.
Cibc World Markets CORP.
State Registrations1 state
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