AC
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 St., 11th Floor, 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.
March 2022 - Present · 3 yrs 10 mos
Invesco Distributors, INC.Broker
March 2022 - Present · 3 yrs 10 mos
Previous Registrations
First Republic Investment Management, INC.
May 2018 - March 2022 · 3 yrs 10 mos
First Republic Securities Company, LLCBroker
March 2018 - March 2022 · 4 yrs
State Registrations2 states
NYTX
AdvisorBroker
Exams
No exam information available for this advisor.