Joshua Ojeda is a registered investment advisor at Polen Capital Management, LLC, based in Boca Raton, FL, with 3 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,729 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Polen Capital charges a percentage of your portfolio annually. The specific percentage varies based on the investment strategy and the amount invested. Fees are payable quarterly, either in advance or in arrears. The fees are subject to negotiation based on the circumstances of the client. Clients may remove assets or terminate their advisory agreement at any time and receive a pro rata refund of any unearned fee.
Location
1825 NW Corporate Blvd, Ste 300, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua works full-time as a Senior Relationship Associate in business development and sales for Polen Capital Management, LLC. He is also a Registered Representative of Foreside Funds Distributors LLC, an unaffiliated Broker Dealer.
Employment History
Current Registrations
Polen Capital Management, LLC
Foreside Funds Distributors LLCBroker
Foreside Funds Distributors LLC
State Registrations53 states
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