C Worldwide Asset Management Fondsmaeglerselskab A/s

Commission-BasedFee-Only (% of Portfolio)

C WorldWide Asset Management (CWW AM) manages investment portfolios for pension funds, insurance companies, foundations, private businesses, and high net worth individuals. CWW AM focuses on long-term asset growth through concentrated stock-picking strategies. CWW AM offers several equity strategies, including global, international, and emerging markets.

Assets Under Management$18B
Clients53
AdvisorsN/A
Avg. per Client$350M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M0.60%
$100.0M - $300.0M0.50%
$300.0M - $500.0M0.45%
$500M+0.45%

Fee schedule shown is the highest rate (Emerging Markets). International Equities and International Equities ADR: First $100 million in AUM 0.55%, Next USD 200 million in AUM 0.45%, Next USD 200 million in AUM 0.40%, AUM above USD 500 million On request. Global Equities and Global Equities Ethical: First $100 million in AUM 0.60%, Next USD 200 million in AUM 0.50%, Next USD 200 million in AUM 0.45%, AUM above USD 500 million On request. Emerging Markets: First USD 100 million in AUM 0.65%, Next USD 200 million in AUM 0.55%, Next USD 200 million in AUM 0.50%, AUM above USD 500 million On request. Fees may be negotiable. Performance-based fees may also be offered.

Fee Estimator
Your Portfolio Value
$500K
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