Drew Halperin is a registered investment advisor at Polen Capital Management, LLC, based in Boca Raton, FL, with 1 years of industry experience. Drew 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., Suite 300, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Drew works as a Relationship Associate at Polen Capital Management, LLC, focusing on client communication and scheduling. Drew is also a Registered Representative of Foreside Funds Distributors LLC, an unaffiliated Broker Dealer, and spends nearly full-time on these activities.
Employment History
Current Registrations
Polen Capital Management, LLC
Foreside Funds Distributors LLCBroker
State Registrations51 states
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