Kenneth Carlson is a CFA-designated registered investment advisor at Greybox Investments, based in Birmingham, AL, with 10 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 95 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Location
2301 Morris Avenue, Suite 105, Birmingham, AL, 35203
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Kenneth serves as a partner or agent of several entities related to the family farm and its operations. He spends minimal time on these responsibilities, which are not investment-related businesses.
Employment History
Current Registrations
Greybox Investments
State Registrations1 state
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