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
2300 North Ridgetop Road, Santa Fe, NM, 87506
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Julio is an independent contractor and life insurance broker with Family First Life since February 2021. While he currently has no duties, he still receives commissions and renewals from past sales, requiring minimal time.