Vincent Donivan is a registered investment advisor at Investor Fan, based in Coeur d'Alene, ID, with 15 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 887 clients with $790M 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 | 2.00% |
Fees vary based on the agreement signed with the client, but in no case exceed 2.00% annually. Fees may be lowered or waived depending on bargaining power or level of investment sophistication.
Fee Estimator
Location
Coeur d'Alene, ID
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2016Other Business Activities
Vincent operates Donivan Financial as a DBA for his LPL business. He also has interests in several real estate rental and development companies, dedicating about a quarter of his time to Evanston Holdings and minimal time to Linden Ave Holding Corp.
Employment History
Current Registrations
Investor Fan
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations3 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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