Thornburg Investment Management Review


Trust Score 86%
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Thornburg Investment Management, federally registered in 1982, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 31 advisors. Thornburg Investment Management manages $49 billion and provides investment advisory services for 1,450 clients (1:47 advisor/client ratio).

Thornburg Investment Management requires a $0 minimum investment and charges a blended rate 0.75% and below (negotiable) for ongoing portfolio management services, depending on the size of the portfolio.

Benefits


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 47 clients (industry average 1:50)
  • Firm has $1B or more in assets under management

Considerations


  • Firm is a broker-dealer, or is affiliated with one, and may be subject to compensation-related conflicts of interest
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients
  • Firm has previously been found guilty of violating investment-related regulations by a regulatory agency other than the SEC or CFTC

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $34,097,863
Hybrid Advisor Yes
Disciplinary History No
Total AUM $49 billion
Advisor / Client Ratio 1:47
Headquarters Santa FE, NM
SEC Filings Forms and Brochures


Annual Fee Ranges Percent
$0 to $24,999,999 0.75%
$25,000,000 to $75,000,000 0.65%
$75,000,001+ Negotiable


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