Kyle Vorlop is a registered investment advisor at Invesco Managed Accounts, LLC, based in Richmond, VA, with 5 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12,544 clients with $25B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invesco Managed Accounts (IMA) charges an annual fee based on a percentage of the assets they manage. The specific fee schedule ranges up to 0.75% and is determined by the type of client and the investment strategy used. The fee is charged either monthly or quarterly. IMA may negotiate different management fees based on certain criteria, such as the amount of assets to be managed.
Location
Richmond, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Invesco Managed Accounts, LLC
Invesco Distributors, INC.
Invesco Distributors, INC.Broker
State Registrations53 states
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