Invesco Advisers, Inc

CRD#105360
Investment Advisor Firm

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Learn more about Invesco Advisers, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Invesco Advisers, Inc is located at 1331 Spring Street NW, Atlanta, GA. The firm employs 835 financial advisors to manage client portfolios and provide financial guidance. Invesco Advisers, Inc is not a registered broker-dealer.

    Invesco Advisers, Inc oversees $746.3 billion in assets under management across 38,517 accounts, of which 2,840 are discretionary and 35,677 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The firm caters to a diverse range of investors, including banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds, corporations, and others. The fee structure at Invesco Advisers, Inc includes asset-based and performance-based fees. The largest client type by accounts is categorized as other. The firm maintains affiliations with a broker-dealer or securities dealer, trust company, insurance company or agency, and commodity pool advisor.

    Invesco Advisers, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $746.3 billion

    Number of Advisors

    835

    Disclosures

    No

    Office Location

    1331 Spring Street Nw
    Atlanta, GA 30309

    Invesco Advisers, Inc by the Numbers

    Total Assets Under Management

    $746.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    2,895

    National Average: 64
    Total Number of Accounts

    38,517

    National Average: 375,227
    Average Account Size

    $19.4 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial management fees largely depend on the services offered. Fees charged by Invesco Advisers, Inc can include some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Invesco Advisers, Inc.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show 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

      Performance-based

      Show Explanation

      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.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      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

      Commissions

      Show Explanation

      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

      Subscription

      Show Explanation

      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

      Show Explanation

      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

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company works with a broad range of clients. It caters to banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, sovereign wealth funds, corporations, and other. Out of its 10 clients, Invesco Advisers, Inc's largest client group by number of accounts is investment companies.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 99.98%
    • Charitable Organizations - 0.02%

    * 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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    Disclosures

    Invesco Advisers, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Invesco Advisers, Inc

    Eric Larsen
    Dallas, TX
    Edward Maran
    New York, NY
    Eric Fracasso
    Huntington, NY
    Marshall Gingles
    Atlanta, GA
    Matthew Wilkinson
    Madeira, OH
    Caroline Carley
    Philadelphia, PA
    Christopher Letsinger
    Atlanta, GA
    Nicholas Sposito
    Atlanta, GA
    Spencer Swan
    Atlanta, GA

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