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

11 Greenway Plaza, Ste. 1000, Houston, TX, 77046

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Regulatory 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.

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Other Business Activities

Andrew owns a residential rental property in Houston, Texas, since November 2022. He spends a few hours per week on tenant and property management.

Employment History
Current Registrations
Invesco Advisers, INC.
July 2019 - Present · 6 yrs 6 mos
Invesco Distributors, INC.Broker
February 2019 - Present · 6 yrs 11 mos
State Registrations4 states
GAILNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.