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Mark Linnecke

21 Years of Experience
Manhattan Beach, CA
Broker

Mark Linnecke is a registered investment advisor at Invesco Advisers, INC., based in Manhattan Beach, CA, with 21 years of industry experience. Mark 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

Manhattan Beach, CA

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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 Distributors, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Invesco Advisers, INC.
October 2019 - Present · 6 yrs 7 mos
Invesco Distributors, INC.
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Wells Fargo Funds Management, LLC
December 2015 - October 2019 · 3 yrs 10 mos
Wells Fargo Funds Distributor, LLCBroker
December 2015 - October 2019 · 3 yrs 10 mos
Neuberger Berman LLC
February 2014 - December 2015 · 1 yr 10 mos
Neuberger Berman LLCBroker
November 2013 - December 2015 · 2 yrs 1 mo
Managers Distributors, INC.Broker
October 2012 - November 2013 · 1 yr 1 mo
Equinox Group Distributors, LLCBroker
January 2012 - October 2012 · 9 mos
Destra Capital Investments LLCBroker
April 2011 - January 2012 · 9 mos
Janus Distributors LLCBroker
March 2007 - April 2011 · 4 yrs 1 mo
Neuberger Berman, LLCBroker
May 2006 - February 2007 · 9 mos
Neuberger Berman, LLC
May 2006 - February 2007 · 9 mos
Alliancebernstein L.P.
January 2005 - June 2006 · 1 yr 5 mos
Sanford C. Bernstein & CO., LLCBroker
January 2005 - June 2006 · 1 yr 5 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.