Firm Information

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.

Areas of Practice
Investment Management
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Advisor Information

Office location

2300 North Ridgetop Road, Santa Fe, NM, 87506

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Regulatory History
Clean regulatory record

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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Other Business Activities

Keegan is the manager and sole member of Firelight Virtual 3D, LLC, providing 3D virtual tours for real estate sales, and Firelight Web Design, LLC, offering web development and graphic design services. Keegan spends minimal time on these activities.

Employment History
Current Registrations
Thornburg Investment Management INC
June 2018 - Present · 7 yrs 7 mos
Thornburg Securities LLC
March 2018 - Present · 7 yrs 10 mos
Thornburg Securities LLCBroker
March 2018 - Present · 7 yrs 10 mos
State Registrations14 states
AKARIAIDILKSMONDNENMOKORSDWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.