Invesco Managed Accounts, LLC

CRD#154461
Investment Advisor Firm

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Learn more about Invesco Managed Accounts, LLC

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

    • Overview

    Invesco Managed Accounts, LLC is located at 2001 Sixth Ave., Seattle, WA. The firm employs 29 financial advisors to manage client portfolios and provide financial guidance. Invesco Managed Accounts, LLC is not a registered broker-dealer.

    Invesco Managed Accounts, LLC oversees $17.5 billion in assets under management across 7,462 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The firm caters to high net worth investors, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations, and other types of investors, with the largest client type by accounts being categorized as "other." The fee structure at Invesco Managed Accounts, LLC includes asset-based and fixed fees. The firm has 684 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, a trust company, an insurance company or agency, and a commodity pool advisor.

    Invesco Managed Accounts, LLC is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $17.5 billion

    Number of Advisors

    29

    Disclosures

    No

    Office Location

    2001 Sixth Ave.
    Seattle, WA 98121

    Invesco Managed Accounts, LLC by the Numbers

    Total Assets Under Management

    $17.5 billion

    National Average: $8.6 billion
    Total Number of Employees

    55

    National Average: 64
    Total Number of Accounts

    7,462

    National Average: 375,227
    Average Account Size

    $2.4 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors largely vary depending on which service is provided. Fees billed by Invesco Managed Accounts, LLC most likely include any combination of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Invesco Managed Accounts, LLC.

    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 32% of firms

      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.

    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 26% of firms that offer this fee type

      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.

    • 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 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 works with a number of different customers. The firm works with high net worth investors, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations, and other. Out of its 7 clients, Invesco Managed Accounts, LLC's biggest client group by number of accounts is other investment advisers, although it also manages money for 684 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 9.26%
    • Other Individuals - 0%
    • Corporations - 88.28%
    • Charitable Organizations - 2.46%

    * 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 Managed Accounts, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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