Brian Perkes
Brian Perkes is a registered investment advisor at Thornburg Investment Management INC, based in Frisco, TX, with 28 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 635 clients with $54B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.80% |
| $50.0M - $100.0M | 0.75% |
| $100M+ | 0.65% |
Rates shown represent the highest standard fee schedule across strategies (Emerging Markets Equity). Other strategies have lower standard rates starting between 0.20% and 0.65% for the first $50 million. Fees are negotiable.
Fee Estimator
Location
Frisco, TX
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Regulatory 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 Activities
Brian owns Old Timer Properties, LLC, a rental property managed by a management company, dedicating minimal time to paying bills. He also volunteers as a Stake Presidency 1st Counselor at The Church Of Jesus Christ of Latter-day Saints, spending a few hours per week, and owns another rental home managed by a property manager, requiring minimal time.
Employment History
Current Registrations
Thornburg Investment Management INC
Thornburg Securities LLC
Thornburg Securities LLCBroker
Previous Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Crossmark Distributors, INC.Broker
Ofi Private Investments INC
Oppenheimerfunds Distributor, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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