AM
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
225 Liberty Street, New York, NY, 10281
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.
January 2024 - Present · 2 yrs
Invesco Distributors, INC.Broker
January 2024 - Present · 2 yrs
Previous Registrations
New York Life Investment Management LLC
August 2016 - December 2023 · 7 yrs 4 mos
Nylife Distributors LLCBroker
August 2016 - December 2023 · 7 yrs 4 mos
UBS Financial Services INC.
February 2014 - August 2016 · 2 yrs 6 mos
UBS Financial Services INC. Broker
August 2013 - August 2016 · 3 yrs
State Registrations2 states
NYTX
AdvisorBroker
Exams
No exam information available for this advisor.