Rory Davan is a registered investment advisor at Invesco Managed Accounts, LLC, based in Ridgewood, NJ, with 19 years of industry experience. Rory 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
Ridgewood, NJ
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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.
Learn about disclosures →Employment History
Current Registrations
Invesco Managed Accounts, LLC
Invesco Distributors, INC.
Invesco Distributors, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
UBS International INC.
UBS International INC.Broker
State Registrations53 states
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.