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Paul Fitzgerald

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

Paul Fitzgerald is a registered investment advisor at Polen Capital Management, LLC, based in Boca Raton, FL, with 10 years of industry experience. Paul 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

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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.

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Other Business Activities

Paul works as a Relationship Manager for Polen Capital Management, LLC, spending nearly full-time establishing and maintaining relationships with financial advisors and trading. He is also a Registered Representative of Foreside Funds Distributors LLC.

Employment History
Current Registrations
Polen Capital Management, LLC
April 2018 - Present · 8 yrs 6 mos
Foreside Funds Distributors LLC
November 2015 - Present · 10 yrs 11 mos
Foreside Funds Distributors LLCBroker
November 2015 - Present · 10 yrs 11 mos
State Registrations50 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTXUTVAVTWAWIWVWY
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.
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