Michelle Mikos is a registered investment advisor at Invesco Advisers, INC., based in Downers Grove, IL, with 20 years of industry experience. Michelle 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
3500 Lacey Road, Suite 700, Downers Grove, IL, 60515
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michelle is a founding member, board member, and secretary for Women in ETFs, an ETF industry networking organization, dedicating about 10-20% of her time. She also serves as a non-executive, non-compensated advisor to Minerva Ventures' executive networking program and participates in an informal investing discussion group with University of Oxford MBA students.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Previous Registrations
Alps Distributors, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations53 states
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