| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.25% |
Fees are subject to negotiation based on the circumstances of the client.
Geneva, IL
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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 →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.