Invesco Advisers, Inc

CRD#105360
Investment Advisor Firm

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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

Marshall Gingles
Atlanta, GA
Eric Fracasso
Huntington, NY
Michael Platt
New York, NY
Nicholas Sposito
Atlanta, GA
Meredith Loyd
Highlands Ranch, CO
Danielle Singer
New York, NY
Spencer Swan
Atlanta, GA
Paul Schroeder
Downers Grove, IL

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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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