Karen Fernandes is a registered investment advisor at Invesco Advisers, INC., based in Charlestown, MA, with 15 years of industry experience. Karen 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
Charlestown, MA
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Karen is a board member for Save the Harbor/Save the Bay, an organization for harbor advocacy, and dedicates minimal time. She also owns rental properties through Off Island, LLC and The Cure LLC, and is on the board of directors for Highwood Owners Association, spending minimal time on each.
Employment History
Current Registrations
Invesco Distributors, INC.Broker
Invesco Advisers, INC.
Previous Registrations
Fiera Capital INC.
Foreside Fund Services, LLCBroker
Bny Mellon Securities CorporationBroker
Windham Capital Management, LLC
State Street Global Markets, LLCBroker
State Registrations53 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.