James Coletti
James Coletti is a registered investment advisor at Thornburg Investment Management INC, based in Charlotte, NC, with 25 years of industry experience. James 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
Charlotte, NC
Get directionsHistory
Regulatory History (1)
Criminal
March 1998Employment History
Current Registrations
Thornburg Investment Management INC
Thornburg Securities LLC
Thornburg Securities LLCBroker
Previous Registrations
Natixis Distribution, LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
Columbia Funds Distributor, INC.Broker
Mfs Fund Distributors, INC.Broker
State Registrations2 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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