Nancy Lugo is a registered investment advisor at Invesco Advisers, INC., based in Houston, TX, with 20 years of industry experience. Nancy 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
11 Greenway Plaza, Suite 1000, Houston, TX, 77046
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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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Nancy serves as the Treasurer on the Board of Directors for the Lake Anahuac Homeowners Association, a Texas non-profit organization. She dedicates minimal time to maintaining financial records, budgeting, collecting HOA fees, and taking notes at HOA meetings.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Previous Registrations
Invesco Distributors, INC.Broker
Van Kampen Funds INC.Broker
State Registrations53 states
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