PM
CFA
PM
CFA

Peter Miller

15 Years of Experience
Boston, MA
Broker

Peter Miller is a CFA-designated registered investment advisor at Invesco Advisers, INC., based in Boston, MA, with 15 years of industry experience. Peter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing. Their firm serves 82,498 clients with $750B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
195 advisors
Number of Clients
82,498 clients
Average Client Portfolio
$9.1M average
Assets Under Management
$749.5B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee ranges vary significantly by investment strategy and program type, generally spanning from 0.01% to 1.50% for separate accounts and 0.00% to 0.75% for wrap programs. Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

100 Federal Street, 28th Floor, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Invesco Advisers, INC.
April 2018 - Present · 8 yrs 6 mos
Invesco Distributors, INC.Broker
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Pimco Investments LLCBroker
February 2011 - March 2018 · 7 yrs 1 mo
Allianz Global Investors Distributors LLCBroker
October 2010 - February 2011 · 4 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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