Gregory Mark Feldman

Thornburg Investment Management INC

23 Years of Experience

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Firm Information

Thornburg Investment Management INC

Compensation

Fee-Only (AUM)

Number of Advisors

29 advisors

Number of Clients

705 clients

Average Client Portfolio

$64.2M average

Assets Under Management

$45.3B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Thornburg's standard fees are listed in the brochure, but actual rates are negotiable. Fees are automatically deducted quarterly, typically in advance. Wrap program clients typically pay 1% to 3% of AUM to the sponsor, with Thornburg receiving 0.30% to 0.75% of client assets. Fees for Core+ and Opportunistic Investment Strategies (real estate) are negotiable.

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Areas of Practice

Investment Management

Advisor Information

Office location

Parkland, FL

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Regulatory History (1)

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