Benjamin Menconi is a registered investment advisor at Polen Capital Management, LLC, based in Dallas, TX, with 13 years of industry experience. Benjamin 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
Dallas, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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