Aristo Advisors provides investment management services to individuals and high net worth individuals, focusing on long-term capital appreciation. Aristo constructs portfolios primarily of individual equity securities, aiming to outperform the S&P 500. Aristo works with clients to identify their investment goals and objectives to determine if Aristo’s investment philosophy is appropriate.
Assets Under Management$9.8M
Clients10
Advisors1
Avg. per Client$980K
Avg. per Advisor$9.8M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees may be negotiable at the discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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