Benjamin Menconi

Polen Capital Management, LLC

13 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Polen Capital Management, LLC

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

2,729 clients

Average Client Portfolio

$13.8M average

Assets Under Management

$37.7B

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

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.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Dallas, TX

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History

Regulatory History

Clean regulatory record

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.

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.