Elizabeth Burney is a registered investment advisor at Onedigital, based in Hauppauge, NY, with 14 years of industry experience. Elizabeth 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
200 Motor Pkwy., Suite A-7, Hauppauge, NY, 11788
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth works as an operations manager at OneDigital, a financial firm, since March 2021. This role involves client service, managerial, and administrative tasks, taking nearly full-time hours.
Employment History
Current Registrations
Onedigital
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Resources Investment Advisors
Private Advisor Group, LLC
LPL Financial LLCBroker
Sterling Monroe Securities, LLCBroker
Charter Atlantic Securities Company, INC.Broker
Scudder Investor Services, INC.Broker
Sanford C. Bernstein & CO., INC.Broker
State Registrations1 state
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