Marvin Flewellen is a CFA-designated registered investment advisor at Invesco Advisers, INC., based in Atlanta, GA, with 30 years of industry experience. Marvin 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
1331 Spring Street Nw, Suite 2500, Atlanta, GA, 30309
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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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Marvin is involved with several non-investment related activities. He is the Financial Secretary for 100 Black Men of America, assists with the DePauw University Campaign Steering Committee, and is the Treasurer for Sentinel on the River Homeowners Association, dedicating a few hours per week to each.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Previous Registrations
At Investor Services, INC.Broker
Amvescap Services, INC.Broker
Scudder Investor Services, INC.Broker
Phoenix Equity Planning CorporationBroker
Alps Mutual Funds Services, INC.Broker
State Registrations53 states
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