Invesco Advisers, Inc

CRD#105360
Investment Advisor Firm

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Overview

Invesco Advisers, Inc operates as an advisory company based in Atlanta, Georgia. It oversees $804.9 billion in assets over 29,716 client accounts, placing it among the biggest firms in the country by assets under management (AUM). Invesco Advisers, Inc has a very large team, including 928 financial advisors. Invesco Advisers, Inc is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are defined as tradable financial investments like bonds, options and equities.

Invesco Advisers, Inc oversees most of the company's accounts in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without requiring client consent. It also administers 2,857 non-discretionary accounts totaling $1.5 billion in assets. The advisory firm administers roughly $27.1 million for each account. The typical advisor at Invesco Advisers, Inc administers around 32 client accounts, placing it towards the middle in terms of personalization.

The company's headquarters is located at 1555 Peachtree Street, N.E., Atlanta, Georgia 30309. Invesco Advisers, Inc is legally allowed to serve clients throughout 51 U.S. states and territories.

Assets Under Management

$804.9 billion

Number of Advisors

928

Disclosures

No

Office Location

1555 Peachtree Street, N.E.
Atlanta, GA 30309

Invesco Advisers, Inc by the Numbers

Total Assets Under Management

$804.9 billion

National Average: $9.0 billion
Total Number of Employees

3,059

National Average: 71,771
Total Number of Accounts

29,716

National Average: 4,329
Average Account Size

$27.1 million

National Average: $2.1 million

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Fee Structure

Financial advisory fees typically depend on the financial services provided. However, fee types billed by Invesco Advisers, Inc likely consist of any combination of the following fee structures: 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 70% 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 33% 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 firm manages money for a broad range of customers. Invesco Advisers, Inc 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 29,716 clients, Invesco Advisers, Inc's biggest client type by number of accounts is other. Just 1% of the firm's customers are represented by non-U.S. persons.

  • 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

Jason Perry
Atlanta, GA
John Daniel
Atlanta, GA
Tracey Luke
San Francisco, CA
Gregory Seals
Atlanta, GA
John Zessin
Atlanta, GA
Petra Deleo
Downers Grove, IL
Mario Pandolfo
Atlanta, GA
Adam Gebler
San Rafael, CA
Eric Larsen
Atlanta, GA

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The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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