DS
CFA
DS
CFA

Donovan Schafer

6 Years of Experience
Los Angeles, CA

Donovan Schafer is a CFA-designated registered investment advisor at Rvw Wealth LLC, based in Los Angeles, CA, with 6 years of industry experience. Donovan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,263 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
9 advisors
Number of Clients
1,263 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable and may be higher or lower depending on certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1880 Century Park East, Ste. 200, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Rvw Wealth LLC
March 2025 - Present · 1 yr 1 mo
Previous Registrations
Northland Securities, INC.Broker
April 2022 - October 2024 · 2 yrs 6 mos
Colliers Securities LLCBroker
October 2021 - April 2022 · 6 mos
Roth Capital Partners, LLCBroker
June 2020 - October 2021 · 1 yr 4 mos
Rvw Wealth LLC
February 2019 - May 2020 · 1 yr 3 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Donovan Schafer - Financial Advisor | TrueAdvisor