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 operates as an advisory company based in Atlanta, Georgia. The company administers $658.4 billion in assets under management over 24,319 accounts, making it one of the biggest investment advisory firms in the United States by assets under management (AUM). The firm has a very large group of 3,183 employees, eight hundred eighty-three of whom are financial advisors. Invesco Advisers, Inc is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable financial investments such as bonds, options and equities.

    Invesco Advisers, Inc manages some of the firm's client assets on a discretionary basis. Discretionary management signifies that a portfolio manager makes transaction judgments for the client's account without needing to seek client authorization. Invesco Advisers, Inc also administers 19,042 non-discretionary accounts with a total of $11.7 billion in assets under management. The company's average account size is $27.1 million. The average advisor at Invesco Advisers, Inc oversees about 28 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. The firm is permitted to serve customers across 50 U.S. states and territories.

    Assets Under Management

    $658.4 billion

    Number of Advisors

    883

    Disclosures

    No

    Office Location

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

    Invesco Advisers, Inc by the Numbers

    Total Assets Under Management

    $658.4 billion

    National Average: $3.3 billion
    Total Number of Employees

    3,183

    National Average: 31
    Total Number of Accounts

    24,319

    National Average: 1,935
    Average Account Size

    $27.1 million

    National Average: $1.7 million

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    Fee Structure

    A financial advisor's fees usually depend on the services provided. However, fee types billed by the firm most likely consist 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 72% 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 39% 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

    The company works with a number of different customers. 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 24,319 customers, Invesco Advisers, Inc's biggest client group is other. Just 1% of the firm's accounts are 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

    Cole Kopacek
    Atlanta, GA
    Jarrod Brown
    Atlanta, GA
    Dyice Ellis-Beckham
    Atlanta, GA
    Stephen Donovan
    Denver, CO
    Graham Forssman
    Houston, TX
    Max Widmer
    Atlanta, GA
    Todd Page
    Atlanta, GA
    Stefan Bernardi
    Atlanta, GA
    Howard Reich
    New York, NY

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    This content was compiled from the SEC and FINRA