| 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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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Steven works as a Relationship Manager at Polen Capital Management, LLC, managing relationships with financial advisors since July 2024. This activity takes nearly full-time hours, with additional time spent on trading.