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Nicholas Albano

2 Years of Experience
New York, NY

Nicholas Albano is a registered investment advisor at Invesco Managed Accounts, LLC, based in New York, NY, with 2 years of industry experience. Nicholas 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
12,544 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$24.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

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.

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Location

225 Liberty Street, New York, NY, 10281

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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 Managed Accounts, LLC
May 2023 - Present · 3 yrs
State Registrations2 states
NYWA
Advisor

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
No exam information available for this advisor.
Nicholas Albano - Financial Advisor | TrueAdvisor