Jonathan Beuerlein
Jonathan Beuerlein is a registered investment advisor at Thornburg Investment Management INC, based in Palos Verdes Estates, CA, with 16 years of industry experience. Jonathan 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
Palos Verdes Estates, CA
Get directionsHistory
Regulatory History (1)
Criminal
January 1990Employment History
Current Registrations
Thornburg Investment Management INC
Thornburg Securities LLC
Thornburg Securities LLCBroker
Previous Registrations
Hartford Funds Distributors, LLCBroker
Hartford Life Distributors, LLCBroker
M Holdings Securities, 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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