Thomas Abbatacola is a registered investment advisor at Polen Capital Management, LLC, based in Geneva, IL, with 20 years of industry experience. Thomas 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
Geneva, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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