Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
Huntersville, NC
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Matthew owns and manages a vacation rental property in Blowing Rock, NC, dedicating minimal time to it. He also serves on the investment committee for Westminster Seminary's endowment, providing investment advice and dedicating minimal time to it.