TrueAdvisor
TrueAdvisor
LG
LG

Leonardo Gonzalez

Polen Capital Management, LLC
14 Years of Experience
Boca Raton, FL
Broker
View SEC Summary
View SEC Summary

Leonardo Gonzalez is a registered investment advisor at Polen Capital Management, LLC, based in Boca Raton, FL, with 14 years of industry experience. Leonardo 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.

Polen Capital Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
1,602 clients
Average Client Portfolio
$15.0M average
Assets Under Management
$24.1B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1825 NW Corporate Blvd., Suite 300, Boca Raton, FL, 33431

Get directions

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.

Learn about disclosures →
Other Business Activities

Leonardo is a Senior Relationship Manager at Polen Capital Management, LLC, dedicating full-time hours to managing client relationships. He is also a registered representative of Foreside Funds Distributors LLC, an unaffiliated broker-dealer.

Employment History
Current Registrations
Polen Capital Management, LLC
April 2014 - Present · 12 yrs 6 mos
Foreside Funds Distributors LLC
February 2014 - Present · 12 yrs 8 mos
Foreside Funds Distributors LLCBroker
February 2014 - Present · 12 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2011 - January 2014 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2011 - January 2014 · 2 yrs 4 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Boca Raton, FL →All financial advisors in Florida →