Thornburg Investment Management Inc
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Learn more about Thornburg Investment Management Inc
Thornburg Investment Management Inc operates as a financial advisory firm located in Santa Fe, New Mexico. It handles $38.7 billion in assets under management over 658 accounts, placing it among the largest firms in the United States by assets under management (AUM). The company has a large team, including 43 financial advisors. Thornburg Investment Management Inc is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets such as bonds, options and equities.
Thornburg Investment Management Inc manages all of the company's client assets in a discretionary manner. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without needing to seek client approval. Thornburg Investment Management Inc supervises about $58.9 million in assets for each client account. The average advisor at Thornburg Investment Management Inc administers about 15 client accounts, making it one of the more individualized firms in the country.
The firm's central office is located at 2300 North Ridgetop Road, Santa Fe, New Mexico 87506. It is permitted to provide services to clients throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Thornburg Investment Management Inc by the Numbers
Financial advisory fees usually are based on which services the firm provides the client. Fee types charged by the company most likely consist of any blend of the following fee types: asset-based or performance-based. The company participates in a wrap fee program, in which the company offers a bundle of services for a single fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 26% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 21% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 32% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
Thornburg Investment Management Inc works with a number of different investors. The company provides services to retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations and other. Out of its 658 customers, Thornburg Investment Management Inc's largest client is high net worth investors, although it also serves 429 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 3% of the company's customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 65.5%
- Other Individuals - 21.53%
- Corporations - 11.15%
- Charitable Organizations - 1.83%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Thornburg Investment Management Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Thornburg Investment Management Inc
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Beverly Hills, MI
Santa Fe, NM
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