Thomas Abbatacola
Thomas Abbatacola is a registered investment advisor at Polen Capital Management, LLC, based in Geneva, IL, with 20 years of industry experience. Thomas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,602 clients with $24B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K+ | 1.00% |
Rates shown reflect the standard high net worth fee schedule for Focus Growth, Global Growth, and International Growth strategies. Ultra Small Growth charges 1.75% on the first $500,000 and 1.25% thereafter. Institutional fee schedules and other strategies also apply. Fees are negotiable.
Fee Estimator
Location
Geneva, IL
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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.
Learn about disclosures →Other Business Activities
Thomas works as a Relationship Manager at Polen Capital, an asset management firm, since 2017. This role, based in Geneva, IL, involves managing relationships with national account clients and takes nearly full-time hours.
Employment History
Current Registrations
Polen Capital Management, LLC
Foreside Funds Distributors LLC
Foreside Funds Distributors LLCBroker
Previous Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Van Kampen Funds INC.Broker
State Registrations50 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.
Exams
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