Invesco Advisers, Inc

CRD#105360
Investment Advisor Firm

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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

Michael Mcgrath
Boston, MA
Michael Dejong
Atlanta, GA
Rene Reyna
Atlanta, GA
Zachary Clow
Atlanta, GA
Eugene Cannon
Atlanta, GA
Stefan Bernardi
Atlanta, GA
Joseph Montgomery
Atlanta, GA
James Steinkamp
Colleyville, TX
Nancy Hernandez
Houston, TX

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This content was compiled from the SEC and FINRA