John Saxton is a CFA-designated registered investment advisor at Invesco Advisers, INC., based in Stevenson Ranch, CA, with 33 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61,236 clients with $760B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invesco Advisers manages investments for clients through various strategies, with fees ranging from 0.01% to 1.50% annually, depending on the specific investment strategy and the amount invested. These fees cover investment advisory services but do not include brokerage, custody, or other service provider fees. Fees are negotiable in certain cases. Invesco Advisers may also act as a sub-advisor and share fees with other registered investment advisors.
Location
Stevenson Ranch, CA
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Regulatory History
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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John owns rental property since 2011 and collects rent, dedicating minimal time to this activity. He also works as a hockey referee for USA Hockey, spending about 10-20% of his time officiating games.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Invesco Distributors, INC.
Previous Registrations
Invesco Aim Private Asset Management, INC.
Lazard Asset Management Securities LLCBroker
Nationwide Investment Services Corporation
Nationwide Investment Services CorporationBroker
Hoak Breedlove Wesneski & CO.Broker
Jackson National Life Distributors, INC.Broker
Invest Financial CorporationBroker
Dean Witter Reynolds INC.Broker
Alliance Advisory & Securities, INC.Broker
Invest Financial CorporationBroker
State Registrations53 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.