Mason Billock is a CFA, CFP-designated registered investment advisor at Invesco Advisers, INC., based in Winters, CA, with 22 years of industry experience. Mason 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
Winters, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mason leases farmland around his home to a neighbor since 2011, dedicating minimal time to this non-investment related activity. He also volunteers as a coach for Winters Little League, spending a few hours per week, some of which occur during trading hours.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.
Invesco Distributors, INC.Broker
Previous Registrations
Nylife Distributors LLCBroker
Swan Global Investments, LLC
Northern Lights Distributors, LLCBroker
Hatteras CapitalBroker
Archer Distributors, LLCBroker
Northern Lights Distributors, LLCBroker
Principal Funds Distributor, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations53 states
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