A complete list of active advisors currently associated with Donovan Legacy Advisors, LLC
Warmer can help you find a great advisor at Donovan Legacy Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Donovan Legacy Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Draper, UT
| 5
|
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