Aristotle Capital Boston provides investment advisory and management services to institutional and retail clients. Services include managing separate accounts, sub-advising mutual funds and collective investment trusts, and providing models for model delivery programs. Aristotle Boston offers Small Cap Equity and Small/Mid Cap Equity portfolio management services, tailoring services to individual client needs and investment objectives.
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.