| 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 →Gregory works full-time as an Alternative Credit Sales Associate at Polen Capital Management, LLC since 2020. He also serves as President of the Mallards Landing HOA, dedicating minimal time to this role.