Invesco Advisers, Inc

CRD#105360
Investment Advisor Firm

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

    • Overview

    Invesco Advisers, Inc is an advisory firm headquartered in Atlanta, Georgia. The firm administers $675.2 billion in total assets over 26,814 client accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). It has a very large group of 3,374 employees, including 787 financial advisors. Invesco Advisers, Inc is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments such as options, stocks and bonds.

    Invesco Advisers, Inc manages some of the company's client assets in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing client authorization. Invesco Advisers, Inc also has 21,979 non-discretionary accounts with a total of $12.0 billion in assets. Invesco Advisers, Inc's typical account size is $25.2 million. The typical advisor at Invesco Advisers, Inc oversees about 34 client accounts, making it about average in terms of personalization.

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

    Assets Under Management

    $675.2 billion

    Number of Advisors

    787

    Disclosures

    No

    Office Location

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

    Invesco Advisers, Inc by the Numbers

    Total Assets Under Management

    $675.2 billion

    National Average: $3.7 billion
    Total Number of Employees

    3,374

    National Average: 29
    Total Number of Accounts

    26,814

    National Average: 2,073
    Average Account Size

    $25.2 million

    National Average: $1.8 million

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    Fee Structure

    Financial management fees typically depend on which services are provided. Fee types billed by Invesco Advisers, Inc likely include some blend of the following fee types: asset-based or performance-based. The firm does participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 74% 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 17% 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 35% 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 2% 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 1% 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 40% 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 12% 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

    Invesco Advisers, Inc works with a broad range of clients. It provides services 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 26,814 accounts, Invesco Advisers, Inc's biggest client by number of accounts is other. Just 1% of the company's accounts are represented by people from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 99.97%
    • Charitable Organizations - 0.03%

    * 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

    Jay Jones
    Atlanta, GA
    James Steinkamp
    Colleyville, TX
    David Mayeux
    Atlanta, GA
    Sandra Thomann
    Atlanta, GA
    Stephen Donovan
    Denver, CO
    Stefan Bernardi
    Atlanta, GA
    Maxwell Barnett
    Downers Grove, IL
    Christopher Marx
    New York, NY
    Dawn Silvia
    Atlanta, GA

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    This content was compiled from the SEC and FINRA

    Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.