Benjamin Menconi
Benjamin Menconi is a registered investment advisor at Polen Capital Management, LLC, based in Dallas, TX, with 13 years of industry experience. Benjamin 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
Dallas, TX
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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
Benjamin works as a Relationship Manager at Polen Capital Management, LLC, marketing investment funds to financial intermediaries, which takes nearly full-time. He is also a registered representative of Foreside Funds Distributors LLC.
Employment History
Current Registrations
Polen Capital Management, LLC
Foreside Funds Distributors LLCBroker
Foreside Funds Distributors LLC
Previous Registrations
Strive Asset Management
Quasar Distributors, LLCBroker
Northern Trust Investments, Incorporated
Northern Trust Securities, INC.Broker
Copeland Capital Management, LLC
Northern Lights Distributors, LLCBroker
Deawm Distributors, INC.Broker
Putnam Retail Management Limited PartnershipBroker
LPL Financial LLCBroker
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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