MD
MD

Monte Dop

20 Years of Experience
Minturn, CO
Broker

Monte Dop is a registered investment advisor at Invesco Advisers, INC., based in Minturn, CO, with 20 years of industry experience. Monte 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

Minturn, CO

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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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Employment History
Current Registrations
Invesco Advisers, INC.
March 2025 - Present · 1 yr 2 mos
Invesco Distributors, INC.
March 2025 - Present · 1 yr 2 mos
Invesco Distributors, INC.Broker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Fiera Capital INC.
August 2022 - March 2025 · 2 yrs 7 mos
Foreside Fund Services, LLCBroker
April 2022 - February 2025 · 2 yrs 10 mos
Pinebridge Securities LLCBroker
March 2013 - February 2022 · 8 yrs 11 mos
Thornburg Investment Management INC
September 2010 - February 2013 · 2 yrs 5 mos
Thornburg Securities CorporationBroker
April 2010 - February 2013 · 2 yrs 10 mos
Thornburg Securities CorporationBroker
July 2009 - January 2010 · 6 mos
Sunamerica Capital Services, INC.Broker
November 2004 - December 2008 · 4 yrs 1 mo
American Express Financial Advisors, INC.
April 2004 - July 2004 · 3 mos
American Express Financial Advisors INC.Broker
March 2004 - July 2004 · 4 mos
Ids Life Insurance CompanyBroker
March 2004 - July 2004 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.