John Gunther is a registered investment advisor at Polen Capital Management, LLC, based in Boca Raton, FL, with 26 years of industry experience. John 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a Senior Relationship Manager at Polen Capital Management LLC, dedicating full-time hours to this role. He is also a registered representative of Foreside Funds Distributors LLC.
Employment History
Current Registrations
Polen Capital Management, LLC
Foreside Funds Distributors LLC
Foreside Funds Distributors LLCBroker
Previous Registrations
David M Polen Securities, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Oppenheimer Asset Management
Oppenheimer & CO. INC.Broker
Fahnestock Asset Management
Cibc World Markets CORP.
Cibc World Markets CORP.Broker
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Quick & Reilly, INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.