Clark Winslow is a registered investment advisor at Winslow Capital Management LLC, based in Minneapolis, MN, with 19 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,560 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.60% |
| $50.0M - $100.0M | 0.55% |
| $100.0M - $250.0M | 0.50% |
| $250.0M - $500.0M | 0.45% |
| $500.0M - $1000.0M | 0.40% |
| $1000M+ | 0.35% |
Subadvisory clients may receive a discount of approximately 10% from Winslow’s current basic fee schedule. Fees and services may be negotiable based on factors such as client type, asset class, pre-existing relationship, portfolio complexity and account size or other special circumstances or requirements. Some existing clients may pay higher or lower fees than new clients. Related accounts may be aggregated for fee calculation purposes in certain circumstances.
Fee Estimator
Location
4400 Ids Center, 80 South Eighth Street, Minneapolis, MN, 55402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Winslow Capital Management LLC
State Registrations1 state
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