Invesco Managed Accounts (IMA) builds customized investment portfolios for clients on a discretionary basis. IMA offers a variety of investment strategies, including tax-efficient equity and fixed income. IMA's services include developing investment strategies, evaluating securities, constructing portfolios, executing transactions, and tracking portfolio performance. IMA works with clients to understand their financial situation and investment objectives.
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.