Carl Mcdonald is a registered investment advisor at Invista Advisors, based in Montgomery, AL, with 36 years of industry experience. Carl 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 3 more. Their firm serves 706 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invista Advisors manages investments for a percentage of the portfolio's value. The annual rate is negotiable up to 2% and generally follows this schedule:
- Up to $500,000: Up to 2.00%
- $500,001 to $1,000,000: Up to 1.75%
- $1,000,001 to $5,000,000: Up to 1.50%
- More than $5,000,000: Up to 1.00%
Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship.
Location
350 Leavell Circle, Montgomery, AL, 36117
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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 ActivitiesSells Insurance
Carl is involved in several business activities, including real estate rentals, DBAs for his LPL business, and ownership in ABM Waste Management, LLC. He also works as an agent/member/VP for Advanced Risk Management Concepts, LLC, an insurance agency, and provides investment advisory services through InVista Advisors and McDonald & Hagen Wealth Management.
Employment History
Current Registrations
Invista Advisors
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Dean Witter Reynolds INC.Broker
Morgan Keegan & Company, INC.Broker
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.