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Bradley Tham

24 Years of Experience
San Francisco, CA
Broker

Bradley Tham is a registered investment advisor at Invesco Advisers, INC., based in San Francisco, CA, with 24 years of industry experience. Bradley 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

101 California St., Suite 1800, San Francisco, CA, 94111

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History

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

Bradley owns and maintains a vacation rental property in Sonoma, CA, dedicating minimal time to it. He is also a limited partner in a restaurant, Joe's Westside, LP, and owns another rental property in Millbrae, CA, with no active role beyond investment in the restaurant.

Employment History
Current Registrations
Invesco Advisers, INC.
August 2013 - Present · 12 yrs 9 mos
Invesco Distributors, INC.Broker
December 2007 - Present · 18 yrs 5 mos
Previous Registrations
At Investor Services, INC.Broker
July 2005 - December 2007 · 2 yrs 5 mos
Amvescap Services, INC.Broker
March 2001 - July 2005 · 4 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.