Julie Vann
Julie Vann is a registered investment advisor at Thornburg Investment Management INC, based in Santa Fe, NM, with 1 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 705 clients with $45B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Thornburg Investment Management charges an annual fee based on a percentage of your portfolio. The exact percentage varies depending on the type of account, reporting requirements, any restrictions you place on their investment authority, and the total amount you have invested with Thornburg. The fee rates are negotiable. For wrap programs, you'll pay the program sponsor a fee (typically 1% to 3% of your portfolio), and Thornburg receives a portion of that fee (ranging from 0.30% to 0.75%).
Location
2300 North Ridgetop Road, Santa Fe, NM, 87506
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Regulatory History (1)
Criminal
September 2005Employment History
Current Registrations
Thornburg Investment Management INC
Thornburg Securities LLCBroker
State Registrations1 state
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.