Thornburg Investment Management INC
Assets Under Management
$45.3B
Number of Clients
705
Number of Advisors
29
Average Client AUM
$64.2M
AUM per Advisor
$1.6B
Compensation
Fee-Only (AUM)
About This Firm
Thornburg Investment Management, Inc. is a registered investment advisor providing discretionary portfolio management and investment services to various clients, including registered investment companies, separate accounts, wrap programs, and other pooled investment vehicles. They offer a range of equity and fixed income investment strategies.
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
Location
2300 North Ridgetop Road, Santa Fe, NM, 87506