Walter Holman is a CFA-designated registered investment advisor at Aristotle Atlantic Partners, LLC, based in Frederick, MD, 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 359 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Annual management fees for separately managed accounts range from 0.40% to 0.50% of assets under management. Fees are negotiable based on account size, investment strategy, and other factors.
Fee Estimator
Location
Frederick, MD
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Regulatory 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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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
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.
Exams
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