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Amy Nicole Flach

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

OneDigital charges fees for investment advisory/management services either as a percentage of assets in the retirement plan or as a flat annual fee. These 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. Fees do not include taxes, custodial fees, brokerage commissions, or other fund-related charges.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

Erlanger, KY

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Onedigital
September 2024 - Present · 1 yr 4 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
January 2016 - April 2024 · 8 yrs 3 mos
Fidelity Brokerage Services LLCBroker
January 2008 - January 2014 · 6 yrs
Fidelity Investments Institutional Services Company, INC.Broker
February 2007 - January 2008 · 11 mos
Citigroup Global Markets INC. Broker
May 2005 - July 2006 · 1 yr 2 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.
Amy Nicole Flach - Financial Advisor | AdvisorDiscover