Winslow Capital Management LLC

CRD#106940
Investment Advisor Firm

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Overview

Winslow Capital Management LLC operates as a financial advisor company headquartered in Minneapolis, Minnesota. The company oversees $15.6 billion in assets across 702 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management (AUM). The company has an average-sized team of 42 employees, of which 21 are financial advisors. Winslow Capital Management LLC is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like bonds, stocks and options.

Winslow Capital Management LLC manages all of the firm's client assets on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by a portfolio manager without requiring client permission. The firm's typical account size is $22.2 million. The average financial advisor at Winslow Capital Management LLC oversees about 33 client accounts, placing it towards the middle in terms of personalization.

Winslow Capital Management LLC's headquarters is at 4400 Ids Center, Minneapolis, Minnesota 55402. The company is registered to serve customers throughout 52 U.S. states and territories.

Number of Advisors

21

Disclosures

No

Office Location

4400 Ids Center
Minneapolis, MN 55402

Winslow Capital Management LLC by the Numbers

Total Number of Employees

42

National Average: 4,943
Total Number of Accounts

702

National Average: 2,522
Average Account Size

$22.2 million

National Average: $1.3 million

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Fee Structure

Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by the company can include the following fee structures: asset-based or performance-based. The firm participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

Available

  • Offered by 75% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 17% of firms

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

Unavailable

  • Find one of the 37% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 3% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

The company does business with a broad range of clients. The firm caters to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisors and corporations. Out of its 702 accounts, Winslow Capital Management LLC's largest client type by number of accounts is retail investors, though it also manages money for 54 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of its clients are from outside of the U.S.

  • High-Net-Worth Individuals* - 7.7%
  • Other Individuals - 75.32%
  • Corporations - 12.55%
  • Charitable Organizations - 4.42%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Winslow Capital Management LLC does not have any disclosures.

Please visit its Form ADV for more details.

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This content was compiled from the SEC and FINRA