How does the advisor help clients – Key Takeaways:
- ARISTOTLE CAPITAL BOSTON, LLC offers financial expertise to clients.
- Their advisors provide personalized financial strategies and solutions.
- They prioritize their clients’ financial goals and objectives.
- The firm works towards building long-term relationships with their clients.
Facts and Insights
Founded in 2005, ARISTOTLE CAPITAL BOSTON, LLC is a registered investment advisory firm headquartered in Boston, Massachusetts. The firm manages over $500 million in assets for individuals and institutions. Their team of experienced advisors has a deep understanding of financial markets and a proven track record of successful portfolio management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 (as of 2021) | 16 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth preservation
Client Types
- High-net-worth individuals
- Individuals and families
- Non-profit organizations
- Corporations
- Trusts
Fees & Compensation
ARISTOTLE CAPITAL BOSTON, LLC operates on a fee-only compensation model, meaning they do not receive commissions for selling financial products. Instead, they are compensated based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ and there are no conflicts of interest.
Background
The firm’s philosophy is based on the belief that every individual’s financial situation is unique and requires a personalized approach. They use a comprehensive and disciplined investment process to create tailored solutions for their clients. Their team of advisors has a diverse background and expertise, providing a holistic approach to wealth management.
Financial Advisor Disclosures to Know
ARISTOTLE CAPITAL BOSTON, LLC has a clean record with no regulatory actions or disciplinary events reported. They are registered with the Securities and Exchange Commission (SEC) and comply with all applicable laws and regulations.