Polen Capital is an investment manager focused on high-quality growth investments. Polen Capital manages separately managed accounts and wrap accounts for high net worth individuals, family offices, endowments, foundations, corporations, and public funds. Polen Capital also offers strategies through registered investment companies, UCITS funds, private funds, and collective investment trusts.
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.