David Borowsky is a registered investment advisor at Invariant Investment Management, based in Camp Hill, PA, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 313 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
200 Grandview Avenue, Suite 103, Camp Hill, PA, 17011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is co-owner of Invariant Tax Services LLC, managing member of AB Grandview (a real estate investment company), and managing member/general partner of Anthem Capital Management, LLC (an investment fund). He spends minimal time on Invariant Tax Services LLC, a few hours per week on AB Grandview and Anthem Capital Management, LLC.
Employment History
Current Registrations
Invariant Investment Management
Previous Registrations
Team Financial Managers
State Registrations2 states
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