Brian Perkes is a registered investment advisor at Thornburg Investment Management INC, based in Frisco, TX, with 28 years of industry experience. Brian 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
Frisco, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns Old Timer Properties, LLC, a rental property managed by a management company, dedicating minimal time to paying bills. He also volunteers as a Stake Presidency 1st Counselor at The Church Of Jesus Christ of Latter-day Saints, spending a few hours per week, and owns another rental home managed by a property manager, requiring minimal time.
Employment History
Current Registrations
Thornburg Investment Management INC
Thornburg Securities LLC
Thornburg Securities LLCBroker
Previous Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Crossmark Distributors, INC.Broker
Ofi Private Investments INC
Oppenheimerfunds Distributor, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.