Richard Callaghan is a registered investment advisor at Invesco Advisers, INC., based in Orland Park, IL, with 38 years of industry experience. Richard 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
Orland Park, IL
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Regulatory History
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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Richard is a school board member at Marist High School since 2018, dedicating minimal time. He is also a co-director of the board for the Barrett Bear Callaghan Win It Foundation, a charitable organization, spending minimal time.
Employment History
Current Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.
Invesco Distributors, INC.Broker
Previous Registrations
Invesco Aim Private Asset Management, INC.
Seligman Advisors, INC.Broker
Van Kampen American Capital Distributors, INC.Broker
Kemper Financial Services, INC.Broker
State Registrations53 states
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