Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneDigital charges fees for investment advisory/management services based on a percentage of assets in the retirement plan or as a flat annual fee. Fees are negotiable and vary based on plan size and services provided. For the Personalized Portfolios program, fees are based on a percentage of the participant’s plan account value. The advisory fee does not include taxes, confirmation fees, custodial fees, brokerage commissions, or other fees imposed by the plan's recordkeeper/custodian.
Areas of Practice
Advisor Information
Office location
3625 Cumberland Boulevard, Suite 1485, Atlanta, GA, 30339
Get directionsRegulatory 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
James is a managing partner and investment advisor representative of Signature Wealth Management Group, LLC, dedicating full-time hours to this role. He is also an independent insurance agent, spending minimal time on this activity.