Donovan Legacy Advisors provides investment management services, tailoring advice to each client's financial situation, risk tolerance, goals, and time horizon. Donovan Legacy Advisors focuses on serving high-income, high-net-worth clients with long time horizons and aggressive risk tolerance. The firm allocates client assets across equities, bonds, REITs, cash, and digital assets.
Assets Under Management$4M
Clients5
Advisors1
Avg. per Client$790K
Avg. per Advisor$4M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Blended fee schedule may result in higher fees than breakpoint schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...