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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 634 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investor FAN's investment management fees are based on the amount of your portfolio and the rate agreed upon in your advisory agreement. The fee can be flat, fixed, or based on a schedule, but will not exceed 2% annually. The fee is deducted from your account quarterly, either in advance or at the end of the quarter, as specified in your agreement.
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.