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 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
Advisor Information
Office location
Charlotte, NC
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
Adam sells and services fixed insurance products, dedicating full-time hours to this activity. He is also an Investment Advisor Representative (IAR) with OneDigital Investment Advisors LLC, spending full-time hours on investment advisory business.