Advisory Services offered through Investor's Fiduciary Advisor Network, LLC
PERSONALIZED INVESTMENT CONSULTING
FIDUCIARY STANDARD
A fiduciary duty is the highest standard of care imposed at either equity or law. A fiduciary is expected to be extremely loyal to the person to whom they owe the duty (the "principal"). At Donivan Wealth we embrace our fiduciary role and acknowledge our fiduciary role in writing.
INVESTMENTS & PLANNING
Our primary business function is to manage our client's investment portfolios in a way that is consistent with their stated goals, objectives and risk tolerance. We listen to your concerns, review your current situation, and then make recommendations based on what we believe is best for you.
CONFLICT FREE ADVICE
Our advisory fee is based on the valuation of each client’s managed investment portfolio. Since we receive a fee for service and not a commission, you will know exactly how much you are paying for our service and we have no incentive to recommend one investment over another.