Geoffrey Stewart
Geoffrey Stewart is a CFA-designated registered investment advisor at Aristotle Capital Management, LLC, based in Los Angeles, CA, with 12 years of industry experience. Geoffrey 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 5,167 clients with $44B 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 | 1.00% |
Annual management fees for separately managed accounts range from 0.30% to 1.00% depending on factors such as account size and strategy. Fees are negotiable.
Fee Estimator
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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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
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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