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 (1)
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Criminal
September 2005
Final Disposition
Employment History
Current Registrations
Thornburg Investment Management INC
October 2024 - Present · 1 yr 3 mos
Thornburg Securities LLCBroker
August 2024 - Present · 1 yr 5 mos
State Registrations1 state
NM
AdvisorBrokerBoth
Exams
No exam information available for this advisor.