Charles Koch
Charles Koch is a registered investment advisor at Invesco Advisers, INC., based in Greenwood Village, CO, with 22 years of industry experience. Charles 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
Greenwood Village, CO
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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.
Learn about disclosures →Other Business Activities
Charles volunteers as an assistant coach for his sons' youth lacrosse teams. This activity, which is not investment-related, takes a few hours per week and occurs outside of trading hours.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.
Invesco Distributors, INC.Broker
Previous Registrations
Clearbridge Advisors, LLC
Legg Mason Investor Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations53 states
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