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Howard Reich

29 Years of Experience
Richmond, VA
1 DisclosureBroker

Howard Reich is a registered investment advisor at Invesco Advisers, INC., based in Richmond, VA, with 29 years of industry experience. Howard 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
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

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.

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Location

Richmond, VA

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History

Regulatory History (1)
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Criminal
March 2022
Final Disposition
Employment History
Current Registrations
Invesco Advisers, INC.
May 2015 - Present · 11 yrs 2 mos
Invesco Distributors, INC.
May 2015 - Present · 11 yrs 2 mos
Invesco Distributors, INC.Broker
May 2015 - Present · 11 yrs 2 mos
Previous Registrations
Nuveen Asset Management, LLC
September 2011 - March 2015 · 3 yrs 6 mos
Nuveen Securities, LLCBroker
October 2009 - March 2015 · 5 yrs 5 mos
Nuveen Fund Advisors, INC.
October 2009 - September 2011 · 1 yr 11 mos
RBC Capital Markets Corporation
April 2005 - September 2009 · 4 yrs 5 mos
RBC Capital Markets CorporationBroker
February 2001 - September 2009 · 8 yrs 7 mos
Brinson AdvisorsBroker
January 1996 - March 2001 · 5 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.