Neil Netoskie is a registered investment advisor at Onedigital, based in Katy, TX, with 33 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.
Location
Katy, TX
Get directionsHistory
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
Neil is closing out his former company, Keystone Retirement & Insurance Advisors, and transitioning to OneDigital. He is also president of NCNWSN Holdings, LLC, where he assists individuals with life insurance and other individual insurance needs, dedicating minimal time to this activity. Neil is also SVP at One Digital, spending about 10-20% of his time there.
Employment History
Current Registrations
Onedigital
Previous Registrations
Triad Advisors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Bbva Securities INC.Broker
Bbva Compass Investment Solutions, INCBroker
Manulife Financial Securities LLCBroker
Chase Securities INC.Broker
Hewitt Services LLCBroker
John Hancock Funds, INC.Broker
Transamerica Fund Distributors, INC.Broker
The Variable Annuity Marketing CompanyBroker
D. E. Wine Investments INC.Broker
State Registrations1 state
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.