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Separately Managed Accounts
Winslow Fees
Winslow Capital Management, LLC
ERISA Section 408(b)(2) Disclosure of Investment Advisory Fees for Advisory ERISA Plan Clients in Fully-Bundled Wrap Fee Managed Account Programs
- Large Cap Equity: 30 basis points (0.30%) to 60 basis points (0.60%) per annum
The fees above represent a general approximate range of fees for a strategy within the asset class listed payable to the manager for its services through a fully-bundled wrap fee managed account program sponsored by third party firm. Fees may vary based on the program, services, complexity and capacity of the strategy, pre-existing relationship, amount of assets under management in a particular strategy and/or strategies, amount of assets under management with a particular manager and/or manager affiliates, among other factors.
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