Cole Kopacek
Cole Kopacek is a registered investment advisor at Thornburg Investment Management INC, based in Austin, TX, with 16 years of industry experience. Cole 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
Austin, TX
Get directionsHistory
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 →Employment History
Current Registrations
Thornburg Investment Management INC
Thornburg Securities LLC
Thornburg Securities LLCBroker
Previous Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Chase Investment Services CORP.Broker
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
More Advisors
- Alexander Hallum, CFPPer Stirling Capital Management, LLC
- Stephen Klein, CFADimensional Fund Advisors LP
- Ryan Donelson, CFP
- Paul Lueb, CFPMaslow Wealth Advisors
- Fenny Jie, CFABok Financial Private Wealth, INC.
- Nathan Serven, CFP, ChFCEversource Wealth Advisors, LLC