Invesco Managed Accounts, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Invesco Managed Accounts, LLC
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
Number of Advisors
Disclosures
Office Location
Invesco Managed Accounts, LLC by the Numbers
$17.5 billion
55
7,462
$2.4 million
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
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 10% of firms that offer this fee type
Other
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.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Invesco Managed Accounts, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.