BR
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B
Fee Structure
Minimum Investment:$50M
Fees vary depending on the investment strategy and account size and are negotiable in certain circumstances. Invesco Advisers may also earn performance-based fees. Clients are responsible for additional charges such as brokerage, custody, and other service provider fees. Wrap program fees range from 0.00% to 0.75% per annum of assets under management.
Areas of Practice
Investment Management
Loading...
Advisor Information
Office location
11 Greenway Plaza, Suite 1000, Houston, TX, 77046
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Invesco Distributors, INC.Broker
August 2016 - Present · 9 yrs 5 mos
Invesco Advisers, INC.
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Amegy Investments, INC.Broker
November 2011 - April 2016 · 4 yrs 5 mos
Amegy Investments, INC.
November 2011 - December 2015 · 4 yrs 1 mo
Strategic Advisers, INC.
December 2010 - November 2011 · 11 mos
Fidelity Brokerage Services LLCBroker
December 2010 - November 2011 · 11 mos
Invesco Advisers, INC.
January 2010 - June 2010 · 5 mos
Invesco Aim Private Asset Management, INC.
February 2006 - January 2010 · 3 yrs 11 mos
Invesco Distributors, INC.Broker
June 1996 - June 2010 · 14 yrs
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.