David Borowsky is a registered investment advisor at Invariant Investment Management, based in Hollywood, FL, 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. 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% |
Fees are negotiable and specified in your investment management agreement.
Fee Estimator
Location
4000 Hollywood Boulevard Hills, Suite 555-S, Hollywood, FL, 33021
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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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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
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
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