Jesse Brownell
Jesse Brownell is a registered investment advisor at Thornburg Investment Management INC, based in Denver, CO, with 18 years of industry experience. Jesse 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
Denver, CO
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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
Jesse is a managing member of Finnell Co LLC, which holds rental property, and PlayPark LLC and Finnell Wy LLC, which hold passive real estate investments. Jesse devotes minimal time to these activities and has no active role in the real estate investments.
Employment History
Current Registrations
Thornburg Investment Management INC
Thornburg Securities LLCBroker
Previous Registrations
Highland Capital Funds Distributor, INC.Broker
Nexbank Securities INCBroker
Hartford Investment Financial Services, LLCBroker
Hartford Life Distributors, LLCBroker
State Registrations6 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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