Donovan Legacy Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Donovan Legacy Advisors offers discretionary portfolio management and investment advisory services to individual clients, with an expressed emphasis on those who identify as high income or high net worth, have long time horizons, and tolerate aggressive risk. Services described in the brochure include tailored asset allocation across equities, bonds, REITs, cash/cash equivalents and digital-asset exposure, plus IRA rollover advice and ongoing account monitoring.
The firm builds client profiles based on financial circumstances, risk tolerance, goals and time horizon and applies a mix of methods — including modern portfolio theory, technical/charting and cyclical analysis — to construct portfolios suited to those profiles. For digital-asset exposure the firm uses investment trusts and explicitly states it does not follow a buy-and-hold approach for those positions, instead timing holdings with reference to the Bitcoin halving cycle.
Notable distinctions from many peers include a very small client base (five clients) and modest assets under management (approximately $4 million) for an SEC-registered adviser that began operations in 2023, and a stated practice of requiring clients to grant discretionary trading authority. The brochure also discloses reliance on a single custodian platform (Charles Schwab) for execution and cash sweep choices, custody of digital-asset exposure through that custodian (with no firm access to clients’ crypto holdings), and acknowledges conflicts of interest arising from asset-based advisory compensation.
Client services
Expertise
Fee options
$50,000 - $500,000: 1.25% annually $500,001 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.50% annually
Account minimum: $100,000 minimum, may be waived at advisor's discretion
Main office
Draper UT
Advisors at this office
1
Most active in
Arizona · Texas · Utah
Also doing business as
Donovan Legacy Advisors, LLC · New Way Wealth Management LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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