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Andrew Brown

13 Years of Experience
Broker

Andrew Brown is a registered investment advisor at Invesco Advisers, INC., based in Grand Prairie, TX, with 13 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)
Firm Size
210 advisors
Number of Clients
61,236 clients
Average Client Portfolio
$12.4M average
Assets Under Management
$756.9B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)

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.

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Location

Grand Prairie, TX

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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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Other Business Activities

Andrew is a board member of Operation Patriot Packs NFP, a charity providing backpacks and warming supplies to homeless veterans in Texas. He dedicates minimal time to governance and oversight.

Employment History
Current Registrations
Invesco Advisers, INC.
January 2014 - Present · 12 yrs 3 mos
Invesco Distributors, INC.
January 2014 - Present · 12 yrs 3 mos
Invesco Distributors, INC.Broker
January 2014 - Present · 12 yrs 3 mos
Previous Registrations
David Lerner Associates, INC.Broker
September 2012 - December 2013 · 1 yr 3 mos
State Registrations53 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.