Garrett Conley is a CFP-designated registered investment advisor at Invesco Advisers, INC., based in Mount Pleasant, SC, with 9 years of industry experience. Garrett 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
Mount Pleasant, SC
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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
Garrett owns two rental properties, one since October 2020 and the other since August 2023. He spends minimal time on these activities.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.
Invesco Distributors, INC.Broker
Previous Registrations
Fidelity Investments Institutional Services Company, INC.Broker
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.
Exams
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