BA
CFP
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
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Advisor Information
Office location
1331 Spring Street Nw, Suite 2500, Atlanta, GA, 30309
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 Advisers, INC.
February 2022 - Present · 3 yrs 11 mos
Invesco Distributors, INC.Broker
February 2022 - Present · 3 yrs 11 mos
Previous Registrations
J.P. Morgan Securities LLC Broker
February 2019 - February 2022 · 3 yrs
J.P. Morgan Securities LLC
February 2019 - February 2022 · 3 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2015 - February 2019 · 3 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
December 2015 - February 2019 · 3 yrs 2 mos
People's Securities, INC.
August 2014 - November 2015 · 1 yr 3 mos
People's Securities, INC.Broker
August 2014 - November 2015 · 1 yr 3 mos
J.P. Morgan Securities LLC
October 2013 - July 2014 · 9 mos
J.P. Morgan Securities LLC Broker
October 2013 - July 2014 · 9 mos
Morgan Stanley
January 2013 - October 2013 · 9 mos
Morgan Stanley Broker
December 2012 - October 2013 · 10 mos
J.P. Morgan Securities LLC Broker
October 2012 - December 2012 · 2 mos
Chase Investment Services CORP.Broker
September 2006 - October 2012 · 6 yrs 1 mo
S.W. Bach & CompanyBroker
March 2005 - September 2006 · 1 yr 6 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.