Kenneth Misner is a registered investment advisor at Invesco Managed Accounts, LLC, based in Houston, TX, with 11 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,544 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invesco Managed Accounts (IMA) charges an annual fee based on a percentage of the assets they manage. The specific fee schedule ranges up to 0.75% and is determined by the type of client and the investment strategy used. The fee is charged either monthly or quarterly. IMA may negotiate different management fees based on certain criteria, such as the amount of assets to be managed.
Location
11 Greenway Plaza, Ste. 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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Kenneth is an advisory board member for Longitude.site, an educational program empowering college students. He dedicates minimal time to this role, providing support, identifying best practices, and assisting with marketing and promotion.
Employment History
Current Registrations
Invesco Managed Accounts, LLC
Invesco Distributors, INC.Broker
Previous Registrations
Touchstone Advisors INC
Touchstone Securities, INC.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
State Registrations52 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.