AC
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Andrew Cooley

8 Years of Experience
New York, NY
Broker

Andrew Cooley is a registered investment advisor at Invesco Advisers, INC., based in New York, NY, with 8 years of industry experience. Andrew 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
Fee-Only (% of Portfolio)
Firm Size
194 advisors
Number of Clients
82,498 clients
Average Client Portfolio
$9.1M average
Assets Under Management
$749.5B

Fee Structure

Minimum Investment:$50M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

225 Liberty St., 11th Floor, 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 Advisers, INC.
March 2022 - Present · 4 yrs 7 mos
Invesco Distributors, INC.Broker
March 2022 - Present · 4 yrs 7 mos
Previous Registrations
First Republic Investment Management, INC.
May 2018 - March 2022 · 3 yrs 10 mos
First Republic Securities Company, LLCBroker
March 2018 - March 2022 · 4 yrs
State Registrations2 states
NYTX
AdvisorBroker

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.
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