Lucas Rameaka is a registered investment advisor at Thornburg Investment Management INC, based in Medfield, MA, with 23 years of industry experience. Lucas 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
Medfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Thornburg Investment Management INC
Thornburg Securities LLCBroker
Thornburg Securities LLC
Previous Registrations
Lazard Asset Management LLC
Lazard Asset Management Securities LLCBroker
Transamerica Retirement Advisors, LLC
Transamerica Capital, INC.Broker
Manulife Asset Management (US) LLC
John Hancock Advisers, LLC
John Hancock Funds, LLCBroker
Blackrock Financial Management, INC
Blackrock Investments, INC.Broker
State Street Research Investment Services, INC.Broker
State Registrations2 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.