John Mcpherson is a CFA-designated registered investment advisor at Aristotle Capital Boston, LLC, based in Boston, MA, with 17 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 135 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aristotle Boston's annual management fees for separately managed accounts range from 0.50% to 1.00% of the value of your portfolio. These fees are negotiable and depend on factors such as account size, investment strategy, and costs incurred by Aristotle Boston. For wrap accounts, Aristotle Boston receives 0.55% per year of the managed account. For model delivery accounts, Aristotle Boston receives between 0.35% and 0.50% per year of the assets allocated to Aristotle Boston.
Location
One Federal Street, 36th Floor, Boston, MA, 02110
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Aristotle Capital Boston, LLC
Previous Registrations
Eagle Boston Investment Managment, INC.
State Registrations1 state
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