Walter Holman is a CFA-designated registered investment advisor at Aristotle Atlantic Partners, LLC, based in Sarasota, FL, with 28 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 345 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aristotle Atlantic charges an annual management fee for separately managed accounts, ranging from 0.40% to 0.65% of the value of your portfolio. The specific fee is negotiated with each client based on factors like account size, investment strategy, and costs incurred by Aristotle Atlantic. Fees may change over time and can be negotiated on a client-by-client basis.
Location
50 Central Avenue, Suite 750, Sarasota, FL, 34236
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Walter works as a Director/Senior Research Analyst at Aristotle Capital Management, LLC, focusing on equity securities analysis and portfolio management. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Aristotle Atlantic Partners, LLC
Previous Registrations
Foreside Financial Services, LLCBroker
Aristotle Atlantic Partners, LLC
Imst Distributors, LLCBroker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
State Registrations1 state
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