| 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, Ste 300, Boca Raton, FL, 33431
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Learn about disclosures →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.