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%).