Dana Belfleur is a registered investment advisor at Invesco Advisers, INC., based in Arlington, VA, with 9 years of industry experience. Dana 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
Arlington, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana is the founder and virtual assistant for The B. Firm, providing virtual assistance and professional organization services, dedicating about a quarter of her time. She is also a co-partner in Riverview Ventures, LLC, a real estate investing company, and owns real estate investment property, spending minimal time on each.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Invesco Distributors, INC.
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations53 states
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