How does the advisor help clients – Key Takeaways:
ARISTOTLE ATLANTIC PARTNERS, LLC is a financial advisory firm that prides itself on providing expert guidance and personalized solutions to help clients achieve their financial goals. The firm operates under the philosophy of Aristotle, aiming to find the perfect balance between rational strategic investment and prudent risk management for each individual client.
The firm offers a wide range of financial services, including portfolio management, retirement planning, tax planning, estate planning, and risk management. With a team of experienced advisors, ARISTOTLE ATLANTIC PARTNERS, LLC is well-equipped to address all aspects of a client’s financial needs.
Facts and Insights
In order to provide the best financial solutions, ARISTOTLE ATLANTIC PARTNERS, LLC stays abreast of the latest market trends and economic insights. The firm takes a measured approach to investing, utilizing a combination of fundamental and technical analysis to make informed investments. The firm also believes in diversification and regularly rebalances client portfolios to ensure proper risk management.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management: | $2.5 billion |
|---|---|
| Number of Advisors: | 12 |
| Time in Business: | 15 years |
Financial Services Offered
- Portfolio management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
ARISTOTLE ATLANTIC PARTNERS, LLC serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm also works with corporate retirement plans, trusts, endowments, and foundations.
Fees & Compensation
ARISTOTLE ATLANTIC PARTNERS, LLC is a fee-only firm, meaning they do not receive commissions for selling financial products. Instead, clients pay a percentage of their assets under management as a fee for the services provided. This fee structure aligns the interests of the firm with that of the client, as the firm’s compensation is directly tied to the success of the client’s portfolio.
Background
Founded in 2006, ARISTOTLE ATLANTIC PARTNERS, LLC has been providing financial guidance and customized solutions to clients for over 15 years. The firm is based in Atlanta, Georgia and is registered with the Securities and Exchange Commission (SEC). The team at ARISTOTLE ATLANTIC PARTNERS, LLC has a cumulative experience of over 50 years in the financial industry, making them well-equipped to handle any client’s financial needs.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ARISTOTLE ATLANTIC PARTNERS, LLC adheres to strict regulations and must disclose any potential conflicts of interest to clients. This includes any affiliations with other financial institutions or potential conflicts in investment strategies.
Clients can also rest assured that the firm operates with a fiduciary duty, meaning they are legally obligated to act in the best interest of their clients at all times.