Invesco Advisers, Inc

CRD#105360
Investment Advisor Firm

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Overview

Invesco Advisers, Inc operates as a financial advisor firm located in Atlanta, Georgia. Invesco Advisers, Inc administers $738.3 billion in total assets across 32,911 customer accounts, making it one of the largest investment advisory firms in the country by assets under management (AUM). The firm has a very large group, including 914 financial advisors. Invesco Advisers, Inc is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer firm to do so. Securities are defined as tradable financial assets such as equities, bonds and options.

Invesco Advisers, Inc administers some of the firm's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions without needing to seek the client's authorization. Invesco Advisers, Inc also administers 29,832 non-discretionary accounts totaling $3.9 billion in AUM. Invesco Advisers, Inc's average account size is $22.4 million. An average financial advisor at Invesco Advisers, Inc administers around 36 client accounts, placing it towards the middle in terms of personalization.

The firm's headquarters is located at 1331 Spring Street Nw, Atlanta, Georgia 30309. The firm is legally registered to serve customers across 51 U.S. states and territories.

Assets Under Management

$738.3 billion

Number of Advisors

914

Disclosures

No

Office Location

1331 Spring Street Nw
Atlanta, GA 30309

Invesco Advisers, Inc by the Numbers

Total Assets Under Management

$738.3 billion

National Average: $8.6 billion
Total Number of Employees

3,060

National Average: 64
Total Number of Accounts

32,911

National Average: 375,227
Average Account Size

$22.4 million

National Average: $23.0 thousand
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Fee Structure

A financial advisor's fees largely depend on which services the firm provides the client. However, fees charged by the firm most likely consist of the following fee structures: asset-based or performance-based. The firm participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.

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 manages money for a number of different clients. The firm 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 32,911 clients, Invesco Advisers, Inc's biggest client group by number of accounts is other. Just 1% of the company's clients are represented by people from outside of the U.S.

  • 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

Eric Larsen
Dallas, TX
Stanley Domanski
Atlanta, GA
Adam Gebler
San Rafael, CA
Jett Fisher
Atlanta, GA
Derek Fin
New York, NY
Donald Ponder
Atlanta, GA
Gregory Seals
Atlanta, GA
Eric Fracasso
Huntington, NY
Joseph Montgomery
Atlanta, GA

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The content in this profile was updated by SmartAsset on 4/16/2023. 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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