Diversified Global Investment Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,500,000
Clients
50
Advisors
1
of 2 employees
About
Diversified Global Investment Strategies, LLC serves individuals, business owners, qualified and non‑qualified retirement plans, trusts, and non‑profit organizations. The firm offers portfolio management (both discretionary and non‑discretionary), comprehensive financial and estate planning, and retirement‑plan consulting and benchmarking services.
DGIS follows a consultative, team‑based "Dynamic Management Process" that begins with client fact‑finding, produces tailored recommendations, implements strategies via Raymond James and partner platforms, and provides ongoing monitoring. The firm uses five strategic asset‑allocation models, favors tax‑efficient ETFs in non‑qualified accounts and mutual funds in qualified accounts, and operates both model‑based allocations and a concentrated 30–40 position Global Portfolio; historically a substantial portion of assets have been managed on a non‑discretionary basis (approximately $18M of $55M reported).
Notable features that distinguish DGIS from many peers include the principal’s dual role as a registered representative of Raymond James Financial Services and as a licensed insurance agent, meaning clients may access commissionable brokerage and insurance products in addition to advisory services. The firm sponsors the Ambassador asset‑based (wrap) program, provides access to separately managed accounts through Raymond James/RJCS, and places emphasis on retirement‑plan work and participant education, including periodic seminars and workshops through its RPAG affiliation.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial plans from $1,000 to $15,000 depending on complexity
$0 - $1,000,000: 2.25% annually $1,000,000 - $2,000,000: 2.00% annually $2,000,000 - $5,000,000: 1.75% annually $5,000,000 - $10,000,000: 1.50% annually $10,000,000+: 1.25% annually
Commissions for securities transactions and insurance products separate from advisory fees
Hourly rates from $250 to $350 for financial planning services
Account minimum: $500,000 Fee-only: Hourly fees from $250 to $350; Fixed fees from $1,000 to $15,000 (both negotiable)
Main office
3 Office Park Circle, Suite 240
Birmingham AL 35223
Advisors at this office
1
Most active in
Alabama · Texas
Also doing business as
Diversified Global Investment Strategies, LLC · Pierini, Donald, Louis
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")