Andrew Gotfried is a registered investment advisor at Aristotle Capital Management, LLC, based in Tampa, FL, with 28 years of industry experience. Andrew 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
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a VP at Aristotle Capital Management, LLC, focusing on business development asset management, dedicating full-time hours to this role. He also owns a vacation rental property, spending minimal time on it.
Employment History
Current Registrations
Aristotle Capital Management, LLC
Foreside Financial Services, LLCBroker
Foreside Financial Services, LLC
Previous Registrations
Imst Distributors, LLCBroker
Crossmark Distributors, INC.Broker
Driehaus Securities LLCBroker
Eagle Fund Distributors, INC.Broker
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.Broker
Barnett Investments, INC.Broker
Barnett Investments, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.