Donald Pierini
Donald Pierini is a registered investment advisor at Diversified Global Investment Strategies, LLC, based in Birmingham, AL, with 26 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 55 clients with $55M 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 | 2.25% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
All fees are subject to negotiation.
Fee Estimator
Location
3 Office Park Circle, Suite 240, Birmingham, AL, 35223
Get directionsHistory
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
Donald is an advisor and owner/proprietor of Diversified Global Investment Strategies, LLC, providing financial services. He also offers consulting services on pension plans and qualified retirement plan management, dedicating a significant amount of time to these activities.
Employment History
Current Registrations
Diversified Global Investment Strategies, LLC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Diversified Global Investment Strategies, LLC
Raymond James Financial Services Advisors, INC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
Cibc World Markets CORP.Broker
State Registrations8 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.