Loading
Tap on the profile icon to edit
your financial details.

Aristotle Capital Management Review

Your Details Done
by Updated

Aristotle Capital Management

Aristotle Capital Management, LLC was named after Aristotle the philosopher because the firm's approach aligns with many of Aristotle's beliefs of reaching your purpose and developing excellence.

The firm is a fee-only, employee-owned investment management firm headquartered in Los Angeles, California. The financial advisor offers investment advisory and management services, and it currently serves more than 2,000 clients, with more than $27.1 billion assets under management (AUM). The firm has roughly 20 advisors.

Aristotle Capital Management Background

Formerly known as Reed, Connor and Birdwell, LLC, the firm has been in business since 1959. Aristotle Capital’s principal owners are Howard Gleicher, Richard S. Hollander (through RCB Acquisition Company, LLC), Steve Borowski and Richard Schweitzer. In addition to investment advisor and management services, the firm focuses on U.S., international and global equity portfolios. It also offers equity interests to other key employees. 

Aristotle Capital Management Client Types and Minimum Account Sizes

Aristotle Capital offers services to institutional and retail separate account clients, registered investment companies, or mutual funds, privately placed pooled investment vehicles and collective investment trusts (CITs). 

For separately managed accounts, Aristotle requires an account minimum of $10,000,000, but the firm retains the authority to reduce this value. The private fund, which required a minimum investment amount of $1,000,000, is now closed to new investors. The minimum account size for wrap programs is generally $100,000, but the firm may require a higher value. The investment minimums for mutual funds are outlined in each fund’s prospectus. For unified management account (UMA) programs, the minimum account size isn’t specified. 

Services Offered by Aristotle Capital Management

Aristotle Capital serves as an investment advisor to a range of clients, and the firm also sub-advises CITs or mutual funds. The firm offers equity, fixed and balanced portfolio management services for high-net-worth and institutional clients. 

  • Investment Advisory
  • Portfolio Management
    • Equity 
    • Fixed and Balanced

Aristotle Capital Management Investment Philosophy

Aristotle believes in developing excellence of character among its employees, so that it can better serve its shareholders and clients. The firm believes that establishing a strong client-advisor relationship is the foundation of success. Aristotle also touts on its website that it’s fully committed to its employees, shareholders and its community. Among its employees, the firm strives to create an environment of integrity and hard work. It also works to give back to its local communities, while simultaneously striving for long-term return on investments for shareholders. 

When it comes to investing, the firm employs a specific approach toward each client’s individual investment objectives. In addition to taking into account any restrictions placed on an account by a client, the firm also considers time horizons, liquidity needs and tax issues. 

Aristotle Capital Management Fees

For separately managed accounts and private funds, Aristotle may charge a fee ranging from 0.30% to 1.00% on AUM. These fees may be negotiated between clients and advisors. The firm may also earn a performance-based fee for separately managed accounts of certain institutional clients. Aristotle Capital charges different annual fees for its various mutual funds. For instance, The Aristotle/Saul Global Opportunities Fund pays 0.70% annually of its net assets, while the Aristotle International Equity Fund pays 0.70% annually. The Aristotle Value Equity Fund pays fees at an annual rate of 0.60% of its net assets. Aristotle Capital also offers sub-advisory services to other mutual funds, but the fee schedules for these are specified in the sub-advisory agreements. 

For wrap programs and UMA programs, the client pays for both the program manager’s and Aristotle Capital’s services. The fees may be paid on a monthly or quarterly basis, depending on the negotiated fee schedule. The fee to the manager for wrap or UMA programs generally ranges from 1% to 3% per year of AUM. For the fee paid to the manager of wrap programs, Aristotle Capital receives 0.34% to 0.50% of the entire client account balance. For UMA accounts, the firm receives between 0.25% and 0.45%.

The firm also requires annual management fees for its sub-advisory services to CITs. The annual fee for The Aristotle Value Equity Collective Trust ranges from 0.39% to 0.49%. The annual fees for the Aristotle International Equity Collective Trust, however, range from 0.49% to 0.65%. Fees for the Aristotle Global Equity Collective Trust range from 0.49% to 0.59% based on the share class. Finally, it’s important to note that Aristotle Capital’s advisory fees are exclusive of transaction costs, brokerage commissions and other fees.

*Estimated investment management fees do not include brokerage, custodial, third-party manager or other fees, which can vary in amount. Fee amounts are based on fee percentage range for separately managed accounts. 
Estimated Investment Management Fees at Aristotle Capital Management*
Your Assets Aristotle Capital Management Fee Amount
$500K $1,500 - $5,000
$1MM $3,000 - $10,000
$5MM $15,000 - $50,000
$10MM $30,000 - $100,000

What to Watch Out For

Aristotle Capital doesn’t have any disclosures. Overall, there isn’t much to be concerned about with Aristotle Capital.

The firm doesn’t engage in cross trading or agency cross transactions, and it has a fiduciary duty to its clients. Even though firm employees may partake in personal trading, Aristotle Capital implements policies to ensure this doesn’t create conflicts of interest for clients.  

Opening an Account With Aristotle Capital Management

If you’re interested in opening an account with Aristotle Capital Management, you can call or visit any of the firm’s offices to speak with an advisor. You can also contact the firm’s inquiry email, or you can call its customer service number at (949) 681-2100.  

Tips to Become a Better Investor 

  • Whether you’re a new or experienced investor, the stock market can be unpredictable. But you can increase your chances of investment success by strategically allocating your assets. Our investment calculator can give you a better idea of exactly how much your assets may generate over time. 
  • If you’re having trouble finding the right financial advisor, SmartAsset’s financial advisor matching tool can help you narrow down your search. All you’ll have to do is complete a short questionnaire, and the tool will pair you with up to three advisors.

All information was accurate as of the writing of this article. 

How Many Years $1 Million Lasts in Retirement

SmartAsset's interactive map highlights places where $1 million will last the longest in retirement. Zoom between states and the national map to see the top spots in each region. Also, scroll over any city to learn about the cost of living in retirement for that location.

Least
Most
Rank City Housing Expenses Food Expenses Healthcare Expenses Utilities Expenses Transportation Expenses

Methodology To determine how long a $1 million nest egg would cover retirement costs in cities across America, we analyzed data on average expenditures for seniors, cost of living and investment returns.

First, we looked at data from the Bureau of Labor Statistics (BLS) on the average annual expenditures of seniors. We then applied cost of living data from the Council for Community and Economic Research to adjust those national average spending levels based on the costs of each expense category (housing, food, healthcare, utilities, transportation and other) in each city. Using this data, SmartAsset calculated the average cost of living for retirees in the largest U.S. cities.

We assumed the $1 million would grow at a real return (interest minus inflation) of 2%. This reflects the typical return on a conservative investment portfolio. Then, we divided $1 million by the sum of each of those annual numbers to determine how long $1 million would cover retirement expenses in each of the cities in our study. Cities where $1 million lasted the longest ranked the highest in the study.

Sources: Bureau of Labor Statistics (BLS), Council for Community and Economic Research