Stephen Wagenbach is a registered investment advisor at Invesco Advisers, INC., based in Fairfield, CT, with 17 years of industry experience. Stephen 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
Fairfield, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Stephen is involved in several not-for-profit organizations, primarily related to promoting the sport of squash and community engagement. These activities include roles at the Fairfield Squash Club, Aspetuck Land Trust, Plunkett Lake Association, Fairwest Public School Squash League Association, and 203 Squash Association, taking about 10-20% of his time overall.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.
Invesco Distributors, INC.Broker
Previous Registrations
Commonfund Securities, INC.Broker
Schroder Fund Advisors LLCBroker
State Registrations53 states
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