Donie Carlson is a registered investment advisor at Greybox Investments, based in Birmingham, AL, with 10 years of industry experience. Donie 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
Donie Carlson is a partner or agent of several entities related to the family farm, including Albemarle Corporation, Martin Farm and Rockhouse, LLC. Donie spends a few hours per week on responsibilities directly related to the family farm.
Employment History
Current Registrations
Greybox Investments
State Registrations2 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.