Thornburg Investment Management INC
Assets Under Management
$45.3B
Number of Clients
705
Number of Advisors
31
Avg. Portfolio per Client
$64.2M
Avg. Managed per Advisor
$1.5B
Compensation
Fee-Only (% of Portfolio)
About This Firm
Thornburg Investment Management offers investment management services to a variety of clients, including mutual funds, exchange-traded funds (ETFs), institutional separate accounts, private client separate accounts, wrap programs, and other pooled investment vehicles. Thornburg manages investments based on client objectives and may agree to certain client restrictions. They also provide nondiscretionary advice in unified managed account programs.
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%).
Areas of Practice
Location
2300 North Ridgetop Road, Santa Fe, NM, 87506