Invesco Managed Accounts, LLC

CRD#154461
Investment Advisor Firm

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Overview

Invesco Managed Accounts, LLC operates as a financial advisor firm located in Seattle, Washington. It administers $11.4 billion in total assets over 3,496 accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). The firm has an average-sized team, including 14 financial advisors. Invesco Managed Accounts, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are tradable financial investments such as bonds, options and equities.

Invesco Managed Accounts, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell decisions for the client's account are made by an investment advisor without needing the client's permission. The company manages an average of $3.3 million for every client account. The typical advisor at Invesco Managed Accounts, LLC manages about 250 client accounts.

The firm's central office is located at 2001 Sixth Ave., Seattle, Washington 98121. Invesco Managed Accounts, LLC is registered to provide services to investors across 51 U.S. states and territories.

Assets Under Management

$11.4 billion

Number of Advisors

14

Disclosures

No

Office Location

2001 Sixth Ave.
Seattle, WA 98121

Invesco Managed Accounts, LLC by the Numbers

Total Assets Under Management

$11.4 billion

National Average: $8.6 billion
Total Number of Employees

42

National Average: 64
Total Number of Accounts

3,496

National Average: 375,227
Average Account Size

$3.3 million

National Average: $23.0 thousand
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Fee Structure

Financial advisory fees typically vary depending on which service is provided. However, fees billed by Invesco Managed Accounts, LLC most likely include any blend of the following fee types: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by the company.

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 company works with a broad range of clients. It caters to high net worth investors, pension plans, charitable organizations, state or municipal government entities, other investment advisers, corporations and other. Out of its 3,496 clients, Invesco Managed Accounts, LLC's largest client by number of accounts is other, but it also serves 722 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.

  • High-Net-Worth Individuals* - 21.09%
  • Other Individuals - 0%
  • Corporations - 75.58%
  • Charitable Organizations - 3.33%

* 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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