| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.25% |
Fees are subject to negotiation based on the circumstances of the client.
1825 NW Corporate Blvd., Suite 300, Boca Raton, FL, 33431
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Learn about disclosures →John is a Senior Relationship Manager at Polen Capital Management LLC, dedicating full-time hours to this role. He is also a registered representative of Foreside Funds Distributors LLC.