Daniel Mclennon is a registered investment advisor at Polen Capital Management, LLC, based in Boca Raton, FL, with 14 years of industry experience. Daniel 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
1825 NW Corporate Blvd., Suite 300, Boca Raton, FL, 33431
Get directionsHistory
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
Daniel works full-time as a Sales Desk Manager at Polen Capital Management, LLC. He also works a few hours per week as a self-employed flight instructor.
Employment History
Current Registrations
Polen Capital Management, LLC
Foreside Funds Distributors LLC
Foreside Funds Distributors LLCBroker
Previous Registrations
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Voya Financial Advisors, INC.Broker
Directed Services LLCBroker
State Registrations52 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.