Winslow Capital Management LLC

Fee-Only (% of Portfolio)

Winslow Capital Management offers investment advisory services focusing on growth equities and alternative investments. Winslow manages institutional separate accounts and managed account programs. Winslow's flagship strategy is the U.S. Large Cap Growth strategy. Winslow is a subsidiary of Nuveen, LLC, which is part of Teachers Insurance and Annuity Association of America (TIAA).

Assets Under Management$27B
Clients1,560
Advisors1
Avg. per Client$17M
Avg. per Advisor$27B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.60%
$50.0M - $100.0M0.55%
$100.0M - $250.0M0.50%
$250.0M - $500.0M0.45%
$500.0M - $1000.0M0.40%
$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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm