Tim Benzel is a CFA-designated registered investment advisor at Invesco Managed Accounts, LLC, based in Seattle, WA, with 18 years of industry experience. Tim 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
2001 Sixth Ave., Suite 2310, Seattle, WA, 98121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tim is an investment committee member for the Diocese of Olympia James Hodges Investment Fund, a religious non-profit organization, since 2017. He participates in quarterly meetings and recommends investment actions, dedicating minimal time to this activity.
Employment History
Current Registrations
Invesco Managed Accounts, LLC
Previous Registrations
Neuberger Berman LLC
State Registrations2 states
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